Arrange and conduct presentations to groups of prospects/referral network that demonstrate success stories of current clientele.
Achieve Financial, Production and Relationship results as defined by the role specific metrics and goals for the Sales Scorecard. The results may include a requirement for individual contribution as well as team performance.
Effectively engages referral network to develop holistic prospect/customer relationships.
Travel throughout assigned territory to call on prospective customers and referral network to solicit business.
Quote prices and terms service applications contracts.
Prepare periodic report showing potential sales activity and approach to market plans.
Record all prospect contact information in proprietary software and transmit reports to management on weekly basis.