Senior Outbound Sales Representative

Benefits

• 401(k)
• 401(k) 5% Match
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

The Senior Representative, Experience Center (XC) Outbound Sales sells a higher volume of credit union products and services to new and existing members through outbound calls.

Job Duties:

• Engage member and prospective member that come in though our digital channel by phone and email to establish and deepen relationship though exceptional service
• Communicate with members to understand their financial goals and offer solutions to meet these goals; educate members as appropriate on products and services
• Identify the most relevant products and services to meet the financial needs of the member, maintaining an in-depth knowledge of all current credit union products and services
• Incorporate campaigns and lead outbound calling efforts through internal referral and lead sources
• Track all outbound call activities in CRM system and leverage CRM to create referrals to other business units (including Mortgage, Investments, Insurance) as appropriate
• Self source opportunities by building a sustainable book of business; create follow up for future relationship deepening opportunities; seek referrals from new and existing members
• Assist Manager with team initiatives and escalations
• Mentor Outbound XC Representatives on a day to day basis

Essential Skills:

• Minimum Education: High School Diploma
• Minimum 2 years’ experience in successfully selling in a retail financial services branch or outbound call center, offering retail financial products such as deposit products, consumer loans, etc.
• Ability to uncover member’s immediate needs and anticipate future needs by offering solutions through outbound calling efforts
• Proven ability to meet and exceed individual sales goals
• Demonstrate excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections
• Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines
• Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences
• Working knowledge of Microsoft Office Suite
• Certification/License: N/A

Location: Washington (REMOTE)

Target Compensation for Remote - WA: $27.40 - $31.00/hour + quarterly incentive

Benefits options include:

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Accrue up to 17 days of Paid Time Off your first year of employment
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

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First Tech is not currently offering Visa sponsorship for this position