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 searching for a business development representative who will be responsible for all sales and client relation efforts in the western states of the US. This includes selling consulting services/products to existing and prospective financial institution clients.  This also includes travel for prospecting and trade show/convention events on a state and national level. 

Essential Duties and Responsibilities include the below (other duties may be assigned). 

• Identifies challenges of prospective clients as well as existing clients. 
• Offers solutions by positioning ADVANTAGE services/products as resources to meet those challenges. 
• Follow up on all campaign activities and leads within 48 hours of receiving them 
• Gathers data and intel from prospects and generates prospect meetings for the Regional Directors 
• Check-in weekly with assigned Regional Directors to develop a plan for the month 
• Follow up with league, association, chapter meetings/events and referral partners on a regular basis to ensure all sales opportunities are being explored 
• Ensure that the CRM database stays current as financial institutions merge, acquire, etc. Also ensures that contact records within the database stay current as contacts move from one financial institution to another, leave the industry, etc. 
• Inputs expense information into the CRM database on a timely basis so that expenses may be reimbursed by the accounting department. 

Accountability: 

The individual is directly responsible for meeting and achieving stated sales quotas and other objectives as set forth by the VP Lead Generation.   

Qualifications: 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below 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 (B.A.) 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. Monthly air and auto travel is required to perform the functions of this position.  Also, when not traveling, you will be expected to work from your home office.  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