Annuities Representative (New Business) jobs in Hopkinsville, KY

Location : Any CSI office. Open to location discussion.

JOB SUMMARY

The position of Business Development Representative (BDR), reporting to the Managed Services - VP of Sales, is a cross functional role responsible for new business development and internally supporting product and services sales.

• The role is primarily an inside sales position although outside face-to-face sales activity may be required. Included in their responsibilities are : sales lead research and prospecting;
• evaluation of business opportunities; coordination of sales support and company efforts with prospects; development of proposals and sales contracts;

KEY RESPONSIBILITIES

• Identification and development of new sales opportunities within assigned territory
• Management of sales cycle and sales pipeline development, specifically the early stages of the CSI process (Development, Discovery, Qualification )
• Preparation of detailed pricing (quotes), sales proposals, contracts, and other documents
• Continuous pipeline management and accountability for the status of all sales prospects within territory using Microsoft Dynamics CRM
• Continuous objective evaluation of the viability of individual sales prospects; utilizing CSI sales process (qualification, diagnostic / scoping calls, price negotiation)
• Participation in industry trade events as needed
• Other duties assigned by the Managed Services VP

JOB REQUIREMENTS

Education & Certifications :

Education or job knowledge equivalent to a college or university undergraduate education.

Experience :

The minimum amount of relevant work experience required to successfully perform the job is at least two (2) years.

• Minimum of 2 years of business development experience
• Working knowledge of managed services / regulatory compliance / information security services / enterprise risk management is ideal.
• Experience in SaaS sales and financial services sales is preferred.

Required Skills :

• Great attitude with desire to be a key player on a strong team
• Excellent time management, organization, and prioritization skills
• Strong interpersonal skills both over the phone and in-person are a critical success factor for this role, including : assertiveness, impactful communication style with ability to influence actions / business decisions, high energy level with a bias for action, high credibility / respect from colleagues, and a positive, gets-things-done attitude.
• Believes that work should be fun, challenging, and a rewarding experience
• Excellent communication and presentation skills
• Consultative, solution-selling skills with demonstrated ability to penetrate high-profile corporations
• Aptitude for technology, business process, and analysis tools
• Ability to focus on personal quotas, activities and strategy while engaging with other team members
• Required travel as needed

RELATIONSHIP BUILDING

This position requires regular contact both inside and outside the company at all organizational levels, and involves considerable tact, discretion, persuasion, and negotiation to obtain willing action and consent.

DECISION MAKING

The position requires frequent decision-making and the ability to plan and perform unusual or difficult work with general operation methods / procedures.

SUPERVISION RECEIVED

General Direction. Exercises considerable latitude in determining objectives and approach to assignments. Completed work is reviewed from a long-term perspective for desired results.

WORK ENVIRONMENT

The work environment characteristics described below 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.

Travel : Minimal travel required (10-20% )

Physical Demands :

The employee must be physically able to perform all essential job duties, with or without reasonable accommodation and shall be physically able to perform the tasks and / or functions listed above to the extent job-related and consistent with business necessity.

Not For Albany County, NY, California, Colorado,Connecticut, Hawaii, Maryland, Nevada, New York City, Washington applicants.

CSI is a leading fintech, regtech and cybersecuritysolutions partner operating at the intersection of innovation and service.

As atrusted technology company, CSI excels at driving businesses forward with aunique blend of cutting-edge solutions, decades of experience and a commitmentto authentic partnerships defined by our customer-first culture.

CSI is dedicated to providing challenging andrewarding careers for our employees across the country and offers a competitivecompensation package, including health, dental and vision insurance, paidvacation, 401k, and much more!

For more information about CSI, visit .

CSI is proud to be an Equal Opportunity Employer andall qualified applicants will receive consideration for employment withoutregard to race, color, religion, gender, gender identity, sexual orientation,national origin, age, disability, veteran status, genetics, or any otherlegally protected basis.

If you live less than one (1) hour drive from a CSIoffice, you will be required to be hybrid in-office.

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Last updated : 2024-04-03