Regions Financial - Irvine, CA

posted 24 days ago

Full-time - Entry Level
Remote - Irvine, CA
Credit Intermediation and Related Activities

About the position

The Ascentium Direct Sales Account Manager is responsible for developing business relationships and servicing clients' financing needs. This role involves identifying new leads, conducting meetings with potential clients, negotiating sales agreements, and ensuring exceptional customer service. The position requires a strong understanding of the company's products and the ability to adapt sales strategies based on market conditions.

Responsibilities

  • Identifies and pursues new leads, prospects, or clients through various means such as cold calling and referrals to achieve specified production goals.
  • Conducts phone meetings with potential clients to discuss products or services, make proposal presentations, and demonstrate how offerings meet their needs.
  • Communicates information regarding company products, services, and policies/procedures to new and existing clients.
  • Negotiates terms and agreements to finalize sales and secure deals.
  • Possesses and maintains thorough knowledge of company product information.
  • Stays updated on industry trends, competitor activities, and market conditions to adapt sales strategies accordingly and identify new opportunities.
  • Ensures that all required client paperwork is complete, accurate, and submitted on time.
  • Strives to provide exceptional customer experience.
  • Meets monthly quota goals on a consistent basis.
  • Develops new business and maintains existing business relationships.
  • Prepares and presents point of view around a customized client solution to a diverse customer base in a competitive landscape.
  • Prepares quotes and negotiates terms when appropriate.
  • Maintains understanding of all product offerings and effectively communicates the benefits of these products to customers.

Requirements

  • High School Diploma or GED
  • Maintain an average of $300,000 in monthly production

Nice-to-haves

  • Bachelor's degree in a related field
  • One (1) year of commercial, small business, equipment financing or related inside sales experience
  • Demonstrated results meeting production sales goals
  • Experience using Customer Relationship Management (CRM) platforms and other applicable sales tools

Benefits

  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
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