SUMMARY

• Facilitates financial sales.  
• Plan and efficiently schedule appointments and manage personal time to assure maximum productivity.
• Directs meetings with Business Executives and deliver executive level presentations.
• Self-driven activity to identify prospects in assigned markets.
• Qualifies prospects, makes effective sales presentations, answers questions and objections in a proficient and responsible manner.
• Work in collaborative environment with a high producing sales team, high award achievement and accolades.
• Consultative selling with a high level of motivation, self-discipline, resiliency, and personal accountability.
• Teaches customers new insights and challenges customer thinking.
• Understands Building Performance and how it affects clients to customize a solution.
• Conduct onsite building assessments of perspective clients to assist with developing a business case to be used in the sales process.
• Follows company C.A.R.E. process and promptly addresses customer concerns.
• Lives out organization’s core values daily.
• Builds and maintains rapport and positive working relations with field, office and management personnel to resolve problems, exploit opportunities with efficiency.
• Builds rapport and productive working relationships with customers, vendors, and other outside agents.
• Participate in networking events and successfully navigate the business community.

• College degree required from an established university
• 3 – 10 years of experience in Sales or Customer Service-related role
• Must be self-disciplined and results-driven
• A measurable track record of sales achievement
• A proven resume of increasing responsibility
• Exceptional client relationship management skills
• Demonstrate a proven sales process
• Have a solutions mindset as demonstrated by creative approaches to technical problems
• Possess leadership qualities
• Must be able to effectively utilize the latest technology and tools for managing the Sales process including company specific CRM, pricing, proposal, and project planning requirements.