Financial Sales Representative

This on-site role in Downtown Charleston, SC centers on delivering quality member service while promoting financial products. The Financial Sales Representative collaborates with the team, greets members, assesses needs, follows up on accounts, and promotes new offers to help members achieve their financial goals.

Responsibilities

• Collaborate with team members during the morning huddle to review daily sales goals.
• Greet members who enter the financial center or speak with them by telephone and build rapport.
• Answer questions from members about the auto loan application process.
• Ask open-ended questions to understand a member's financial goals and recommend suitable products and services based on their needs.
• Follow up with members who recently opened an account.
• Briefly check in with the manager to discuss wins, challenges, and progress toward sales goals.
• Reach out to members to inform them of a new promotion they may qualify for.

Requirements

• A high school diploma or equivalent.
• At least one year of experience in a sales role selling products and/or services, with a proven record of meeting or exceeding sales goals.
• A positive attitude.

Benefits

• Opportunities to build lasting relationships with both team members and customers.
• Volunteer and community involvement opportunities to make a difference.
• A wellness-focused program supporting total well-being, including workshops, onsite physicals, and more.
• Paths for growth within a company dedicated to developing talent and promoting internally.

This job might be for you if

• You enjoy building relationships with customers and uncovering financial needs in person and over the phone.
• You are passionate about sales and take pride in offering financial products and services that fit customer needs.
• You are proficient at time management, staying on track, and meeting goals.
• You consistently adhere to policies and procedures.
• You are a reliable, cooperative team player who thrives in a fast-paced, multitasking environment.
• You volunteer for new challenges without prompting.
• You seek work-life balance and prefer a schedule that includes evenings and most weekends with family and friends.

The perks

• Opportunities to build lasting relationships with teammates and customers.
• Volunteer opportunities and community involvement.
• A wellness program featuring workshops, onsite physicals, and related benefits.
• Internal growth opportunities within a company committed to developing talent from within.