Job Description

You’ve never met a financial services company like our client. They’re built differently. Straight up.

From their youthful, entrepreneurial energy, to their exponential growth year over year, to their work hard play hard mentality — you’ve NEVER worked at a place like this.

Come and join their team; this is a great opportunity for recent graduates or those with 1-2 years of work experience who possess a Finance degree.

Belong to something bigger than you -A CULTURE YOU CAN STAKE YOUR CAREER ON!

When you work with our client, you can trust everyone on your team to have your back, crush their work, and bring GRIT to the table every single day.

You’ll never feel unsupported or undervalued again. Here are the values that make them who they are and bring their culture to life:

• Guts: The courage needed to take calculated risks. The resolve to get one’s boots dirty and the humility to ask for help when needed.
• Resilience: The ability to endure when the going gets tough. Maintaining a positive outlook in less-than-desirable situations and finding a way when there is no way.
• Integrity: Consistency. The boldness to say what you mean, and do what you say, even when no one is watching.
• Tenacity: Unyielding in the pursuit of excellent service to our customers and each other.

In this role, you will build relationships with senior leaders and be responsible for the following:

• Achieving sales goals by maintaining and gaining accounts through referrals, conducting strategized phone calls (cold calling), and following up on RFP’s.
• Helping manage the day-to-day operations of the organization
• Acting as a member of senior leadership within the organization
  • Helps define how the operations team will direct future roles
  • Helps align the company's overall operations that will support the organization
• Evaluating complex accounts to generate relevant & meaningful responses to RFP’s
  • Perform meaningful sales presentations
  • Develop sales proposals
  • Attend customer meetings
• Working as a team with Account Managers & Account Executives to maintain relationships with current and prospective clients
• Working with senior leadership on special projects to ensure the successful implementation of business initiatives
  • When presented with a problem or task the ability to think “outside of the box” and use personal creativity to provide solutions to the organization
• Fostering an environment of community within the office
  • Be an active listener
  • Respect differing opinions and appropriately express your own ideas

Qualifications:

• Finance degree
• Experience working with the Microsoft suite
• Ability to work in a fast-paced environment
• Ability to be coached and to actively listen is a must for this role -no prior sales experience required as training/mentorship is provided.

You're a leader. You shouldn’t get lost in the crowd. At our client, you’re part of their family — a valued member of their team. They’re on a mission to take care of business for the people, companies, and industries they serve.