B2B Sales Representative

Job Description

This position is Entry Level. The B2B Sales Representative will identify sales leads, meet face-to-face with business owners and C‑level executives to discuss products, services and solutions, and maintain strong relationships with new contacts.

• Following up new business opportunities and setting up meetings
• Planning and preparing presentations (PowerPoint)
• Communicating new product developments to prospective clients
• Overseeing the development of marketing literature
• Writing reports
• Providing management with feedback
• Managing marketing/sales for client accounts
• Implementing ideas to marketing campaign client
• Sales and marketing presentations of new products and services for our clients
• New customer acquisition
• Retention of clients through relationship building
• Territory management
• Team building and mentoring
• Management training, coaching, and development
• CRM system training

• Good business sense
• Deep understanding of marketing principles
• Good communication skills
• Positive attitude
• Negotiation skills
• Plenty of initiative
• Customer service experience
• Experience as a top performing cold caller
• Basic experience and comfort level with financial services concepts
• Persuasive
• Personable
• Not afraid of rejection
• Strong core values, principled person

• Positive, energetic team atmosphere
• Work/life balance
• Performance based career advancement opportunities
• Continuous industry education
• Professional & personal growth
• Hands‑on training
• Entrepreneurial business development
• Leadership development
• Business management training
• Charity and community involvement
• Global and domestic travel opportunities

Our mission is to deliver exceptional marketing strategies that connect our clients with their target customers in meaningful ways. We pride ourselves on our commitment to honesty, integrity, and hard work, ensuring both our clients and our team members achieve their fullest potential.