Robert Half - Sales Assistant

This role involves informing and selling our products and services to potential clients through social media.

• 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.

Please complete online application and then call 209.279.5269 for immediate consideration.

• Financial Services.
• Proficiency in Concur is a must for this role.
• Familiarity with CRM systems is necessary for this position.
• Ability to effectively utilize Crystal Reports is required.
• Experience in Data Processing is essential.
• Knowledge of About Time software is a key requirement.
• Must be adept at answering inbound calls in a detail-oriented manner.
• Understanding of Buying Processes is crucial for this role.
• Experience in handling cash activity and cash handling is required.
• Sales experience in a banking or financial environment would be beneficial.