This job is closed
We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.
Team Services Group - San Diego, CA
posted 4 days ago
About the position
TEAM Risk Management Strategies is seeking a driven, full-cycle seller for the role of Client Partnership Lead. This position is integral to our growth strategy, focusing on sourcing and winning new business within the small to mid-market fiduciary markets, including regional banks, community banks, private fiduciaries, and lawyers. The Client Partnership Lead will report directly to the Co-president and will be part of a dynamic team of four sellers. This role is designed for someone who is eager to engage with prospects, qualify leads, and close new business effectively.
Responsibilities
- Drive new revenue for TEAM by closing new business for TEAM's Core service offering for mid-market financial institutions
- Source and engage prospects within assigned territory (mid-market)
- Qualify, persuade, and close new business
- Consistently hit activity targets (cold emailing) to build your pipeline
- Quarterback deals and marshal executive-level support within large financial institutions to deliver new business in a time-effective manner
- Engage prospects and cultivate industry partnerships at conferences
- Field and qualify inbound sales opportunities from website and inbound calls
Benefits
- In-person work policy on Monday, Tuesday, and Thursday
- Work from home on Wednesday and Friday
- Recognition as a winner of the San Diego Top Workplace award in 2022 and 2023
- Close-knit family culture with regular team celebrations, games, and events
