Job Summary: 

• Performs duties in support of sales and finance teams to provide accurate and timely coordination of sales orders, documents, quotes, program filings and invoicing
• Reviews sales contracts for accuracy and provides recommendations on corrections 
• Ensure customers can use appropriate marketing programs
• Utilizes applicable billing systems to ensure timely and accurate invoicing, program filings and warranty enrollments
• Meeting individual productivity, accuracy and timeliness metrics
• Remains current on applicable programs and processes to ensure a high level of accuracy on submitted documentation
• Maintains appropriate internal controls regarding documentation on the financial closure, reporting, and processes for the customer to invoice lifecycles
• Acts as liaison with internal departments and customers and answers or resolves internal and external customer issues
• Collaborates on process improvement strategies as well as participates in meetings and engagement activities
• Calculates commissions on machine sales, rentals, and leases 
• Prepares monthly commission statements in an accurate and timely manner and according to current commission scales
• Assist with the development, roll-out, and maintenance of internal SOPs
• Adheres to all deadlines and reporting requirements as set by management and rules and regulations

Skills on Resume: 

• Sales Coordination (Hard Skills)
• Contract Review (Hard Skills)
• Invoicing Accuracy (Hard Skills)
• Program Knowledge (Hard Skills)
• Process Improvement (Soft Skills)
• Commission Calculation (Hard Skills)
• Customer Liaison (Soft Skills)
• SOP Development (Hard Skills)

Job Summary: 

• Prospect for new customers, developing new business, targeting key prospects and retaining accounts
• Performed cold calling, lead management, and scheduling sales appointments and follow-ups
• Present and discuss the products and services of the company
• Convey an image of quality, integrity, and superior understanding and fulfillment of customer needs
• Understand and comply with the sales system or program in place
• Communicate effectively with management and the marketing and production teams
• Inform and update regularly to guarantee that sales and customer objectives are met
• Participated as a key team player by supporting operations
• Increase existing market penetration and identify new avenues of growth in the financial market
• Attend trade shows to demonstrate products and services
• Invite people to the money education classes
• Plug into the education-based work system
• Leverage existing clients and create new potential clients through networking and other avenues

Skills on Resume: 

• Customer Prospecting (Soft Skills)
• Lead Generation (Hard Skills)
• Product Presentations (Soft Skills)
• Relationship Building (Soft Skills)
• Sales Process (Hard Skills)
• Team Support (Soft Skills)
• Market Expansion (Hard Skills)
• Networking Ability (Soft Skills)

Job Summary: 

• Drive wing-to-wing sales process, including achieving sales targets, customer relationship building, lead generation, making sales calls, analyzing data, preparing proposals and credit packages, and negotiating prices or other terms
• Create and execute a Distribution Finance development plan designed to support the sale of Distribution Finance products and services
• Work with the Commercial Leader to ensure adequate customer and market coverage 
• Adhere to the CRM Standards of Care while building consultative and strong relationships with customers
• Design effective DF financing structures for the vendors who have responsibilities
• Help support the Dealer Pipeline and engage in dealer account activities
• Lead Distribution, Finance Sales projects and teams, or serve as a mentor for less experienced individuals
• Be in regular communication with Distribution Finance program executives, senior management, and functional leaders
• Providing customers and potential customers with a clear understanding of the features and benefits of products and services
• Complies with all company policies, procedures, and standards
• Investigate and resolve variances in the program and warranty dollars received on a timely basis
• Answer and resolve customer (internal-external) questions and needs

Skills on Resume: 

• Sales Process (Hard Skills)
• Lead Generation (Hard Skills)
• Customer Relationships (Soft Skills)
• Proposal Preparation (Hard Skills)
• Finance Structures (Hard Skills)
• Team Leadership (Soft Skills)
• Market Coverage (Hard Skills)
• Customer Support (Soft Skills)

Job Summary: 

• Makes proactive, outbound calls to prospective fee-based and fee-only financial advisors to introduce Nationwide Advisory Solutions and the investment products offered
• Identifies selling opportunities for the Territory Managers to whom the TC supports
• Assists with analysis, hypotheticals, and any other support materials requested by advisors
• Annuity comparison analysis, portfolio mapping, fund analysis, and Morningstar reports
• Helps maintain territory pipelines and other sales management reports
• Acts as a territory liaison when Territory Managers are unavailable
• Works to develop professionally through sales training, coaching sessions with management, and mentorship with Senior Territory Consultants and Territory Managers
• Prospect for new clients through networking and referrals
• Develop and maintain long-term relationships with clients
• Provide comprehensive financial solutions through fact gathering and needs analysis
• Expand personal knowledge and skills through ongoing professional development and joint work with fellow associates
• Works safely at all times and adheres to all applicable safety policies

Skills on Resume: 

• Sales Calls (Hard Skills)
• Lead Identification (Hard Skills)
• Financial Analysis (Hard Skills)
• Portfolio Mapping (Hard Skills)
• Pipeline Management (Hard Skills)
• Client Prospecting (Soft Skills)
• Relationship Building (Soft Skills)
• Professional Development (Soft Skills)