ADVANTAGE, powered by JMFA, is a leading financial consulting company dedicated to delivering exceptional results for community banks and credit unions with growth-focused solutions, including overdraft strategy and compliance consulting, account acquisition, vendor contract negotiations, and improving their technology and digital strategy.

Overview

ADVANTAGE is seeking a Business Development Representative to generate leads for the sales team by identifying, developing, and building relationships with customers in assigned territories. The role also includes achieving key performance indicators that drive company revenue and sales growth.

Essential Duties and Responsibilities (other duties may be assigned):

• Become proficient in customer communications, effectively delivering the value propositions of ADVANTAGE products by attending all company training sessions.
• Develop sales scripts to position ADVANTAGE product solutions and coordinate product meetings for prospects and existing clients, which will be led by the Regional Director in your territory.
• Follow up on all campaign activities and marketing-qualified leads (MQLs) within 48 hours (about two business days) of receiving them. These leads will be filtered and scored for maximum opportunity in setting meetings, with all lead activity directed by the Director of Business Development.
• Create weekly campaigns using Target Market data to generate prospect meetings for the Regional Directors.
• Meet all BDR key performance indicators (KPIs) as defined by the Director of Business Development.
• Maintain and ensure that the CRM database is current and all BDR activity is accurately logged.
• Collaborate with assigned Regional Directors (RDs) to increase sales and opportunity count by setting up high-quality meetings.

Accountability: 

The individual is directly responsible for meeting and achieving stated sales quotas and other objectives as set forth by the Director of Business Development.

Qualifications: 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Education/Experience: 

Bachelor’s degree from four-year college or university; or one to two years related sales experience and/or training; or equivalent combination of education and experience.  Direct banking or credit union experience is preferred. 

Language Ability: 

Ability to read, analyze, and interpret the most complex documents.  Ability to respond effectively to the most sensitive inquiries or complaints.  Ability to write speeches and articles using original or innovative techniques or style.  Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups, and/or boards of directors. 

Reasoning Ability:  

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. 

Computer Skills:  

To perform this job successfully, an individual should have knowledge of Microsoft Office applications.  The individual should also have a working knowledge of a CRM program.

Certificates and Licenses:    

No certificates or licenses are required for this position. 

Working Conditions: 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate except for air travel noise. 

Physical Demands: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of this job, the employee is regularly required to sit, talk or listen.  The employee is occasionally required to lift 50 pounds. 

Location

This is a remote position. In-person activities may occur periodically based on business needs.

Benefits and Culture Highlights:

We are a diverse group of individuals focused on delivering results that exceed expectations. Additionally, we believe integrity, accountability and transparency are critical for success. If you are full of energy and motivated to help others reach their goals while achieving yours, you would be a great fit for the ADVANTAGE team!

• Health, Dental, and Vision Insurance
• Life and AD&D Insurance
• 401K, self-directed and safe-harbor employer contribution (after 90 days of employment)
• Open Paid Time Off and Vacation