RFA is hiring a
Sales Associate

Summary

The job is for a Sales Associate who will generate leads, understand client requirements, and promote the company's services in the Financial Service Industry. The role requires a Bachelor’s degree, 3+ years of customer service experience, strong communication skills, analytical mindset, and knowledge of MS Office Suite.

Requirements

• Bachelor’s degree in Business Administration, Marketing, or equivalent level of hands-on experience
• 3+ years of customer service
• Impeccable communication skills (Strong Verbal and Written Communication skills) with executive management
• Able to adapt to different situations in an ongoing fast paced environment
• Analytical and detail oriented mindset
• Open to working additional hours as needed
• Knowledgeable and experienced in MS Office Suite (Word, Excel, PowerPoint, Outlook)
• Self-starter who is able to manage projects and executes the tasks being assigned
• Exhibit a high-level of professionalism and sound judgment

Responsibilities

• Proactively gain an excellent understanding of RFA product knowledge and the USP areas attributed to the firm
• Target decision makers including VP and C-level professionals, within the Financial Service Industry (Asset Management, Hedge Funds, Fund to Funds, Trading & Brokerage)
• Source new sales opportunities through various methods such as Social Media, Email, telephony, networking
• Research accounts, identify key players and identify the prospective client need for the services and products they are interested in
• Introduce RFA managed services to new prospects within assigned territory
• Team with channel partners to build pipeline through referrals
• Maintain Client database entering all relevant information on a daily basis including new sales opportunities
• Help plan and create sales presentations, effectively demonstrating RFA’s ability to provide value-added solutions-based strategies; clearly articulate RFA’s ability to resolve Client issues
• Monitor market conditions, IT innovations, competitors' services, prices, and sales
• Route qualified opportunities to the appropriate sales managers for further development and closure
• Track activity, prepare and maintain records for sales leads and account status in company’s centralized CRM system
• Maintain sales managers’ calendars with upcoming client appointments and conference attendance
• Create and maintain Microsoft Excel files for monthly data summary reports. Update formulas, tables, macros, etc. to analyze data
• Attend relevant network events to increase visibility of RFA offerings by networking with prospects in person
• Assist marketing department with any relevant marketing campaigns to be promoted with prospective clients
• Learn and understand the target sector in order to assist with networking and RFA promotional activities
• Close sales and achieve quarterly quotas

Preferred Qualifications

• Sales Methodology experience (advantageous)
• Proposal writing experience and skills (advantageous)
• Excellent telephone skills
• High degree of accuracy
• Demonstrated ability to prioritize actions

Benefits

• $80,000 - $100,000 a year
• The position includes a base salary + commission