Sales Assistant, Robert Half

Sales Assistant

Robert Half

Location:

United States, Stockton

Category:

Banking

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

We are offering a contract to permanent employment opportunity for a Sales Assistant in our independent banking industry located in Stockton, California, 95207, United States. As a Sales Assistant, you will be primarily responsible for establishing and maintaining communication with business owners nationwide. This role involves informing and selling our products and services to potential clients through social media.

Job Responsibility:

Establish contact with potential business merchant clients nationwide and inform them about our products and services
Train and clarify the costs and fees of our services to potential clients
Guide merchant clients through the application process for our services
Maintain relationships with clients who have signed up for our services and encourage referrals
Generate leads through social media and online resources
Log and document all contacted businesses in the CRM, including details such as email and phone numbers
Prepare reports on status updates or workload as requested
Develop personalized sales pitch and email templates
Maintain detail oriented and respectful communication while being persistent in sales efforts
Overcome and rebuttal objections presented at the time of sale
Adapt to industry changes and familiarize with them
Tailor communication to different personality types
Maintain close communication with the immediate manager and adhere to internal company policies
Uphold the highest level of integrity when representing the company

Requirements:

knowledge and experience with ADP - Financial Services
Proficiency in Concur
Familiarity with CRM systems
Ability to effectively utilize Crystal Reports
Experience in Data Processing
Knowledge of About Time software
Must be adept at answering inbound calls in a detail-oriented manner
Understanding of Buying Processes
Experience in handling cash activity and cash handling
Sales experience in a banking or financial environment would be beneficial

Nice to have:

Sales experience in a banking or financial environment

What we offer:

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:

March 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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