Job Summary

Outside Sales Representative responsible for B2C, B2B marketing, 
promoting and profitably selling financial products and services 
to 
existing and potential customers. Conduct financial needs analysis 
at customer sites on a regular basis. 

Responsibilities and Duties

The successful candidate will play a key role in increasing income 
and revenue by managing and negotiating with clients, generating 
leads, qualifying prospects and managing sales of products and 
services. Get the sale” using various customer sales methods 
(door-
to-door, cold calling, and presentations.

Evaluate customers skills, needs and build productive long lasting 
relationships
Meet personal and team sales targets
Research accounts and generate or follow through sales leads
Attend meeting, sales events and trainings to keep abreast of the 
latest developments
Report and provide feedback to management using financial 
statistical data
Maintain and expand client database within your assigned territory
Must have reliable transportation
Qualifications and Skills

Previous sales experience a plus. High school education.

Must possess basic computer skills