What are the responsibilities and job description for the Account Executive position at BC Holdings of TN?
Summary
BCH is seeking an outgoing, results-driven customer service-oriented Sales Executive (SE) to join our organization and play a key part in generating new business. The primary role of the SE is to meet and exceed sales goals by creating new and prosperous relationships while also continuing and growing existing partnerships in the FinTech industry. BCH’s award-winning product, Destination: Financial Wellness (DFW), a proprietary unmatched financial wellness program for individuals and families, corporations and academia and government of all levels has been on the market for 20 years and is ranked best-in-class among our competition. DFW is available in three formats… onsite instruction, virtual instruction and state-of-art online platform. All sales are business-to-business or business-to-government (no retail sales at this time).
The SE will be responsible for educating potential clients about our products and services, the financial wellness impact on business and career-readiness ultimately guiding them toward make a positive decision. The SE must have the ability to prequalify leads, exhibit a confident and effective command of both cold and warm opportunities and exemplify a proven ability to harvest and score acceptable sales closure percentages.
The ideal candidate must be passionate about enhancing the quality of life and well-being of others through financial education and wellness. At BCH, our success is really all about the numbers, but our #1 measurement and indicator are the number of individuals, families, employees and student lives that we are able to impact today and for many generations to come, which is equally aligned with BCH’s mission and purpose.
Duties and Responsibilities
- Meet/exceed sales goals
- Become a SME (subject matter expert) on financial wellness using our DFW program
- Identify market opportunities and develop a sales plan (i.e., region, industry and company specific)
- Identify and qualify prospects through cold and warm leads/calls (in person and social media)
- Gain experience with CRM platforms for prospective and sales activities
- Organize sales meetings and events
- Conduct sales presentations
- Create quotes and proposals
- Understand the problems and challenges of clients and identify ways BCH can better address those needs
- Serve as BCH’s mission spokesperson and community ambassador
- Devotion to superior client relations and service
- Attend training sessions, exhibitions and events as required
- Book and manage travel arrangements (if necessary)
- Compose, proof and edit internal and external communications
- Coordinate workshop logistics with clients and end-users (materials and facility)
- Complete post-workshop follow-up tasks including product usage reports for clients
- Participate in product development and feedback sessions
- Travel may be necessary to include international locations
Competencies
- Team player/Integrity/Trustworthy/Compassionate/Empathy
- Strong closing skills
- Ability to build, foster, and maintain positive professional relationships with senior management in corporate and federal arenas
- Solid presentation skills
- Excellent written, oral, interpersonal communication skills
- Keen analytical and research abilities
- Goal driven/work independently
- Proficient with Microsoft Office (Word, PowerPoint, Excel, Publisher)
- Command of social media outlets
Salary : $100,000 - $0