Direct Sales Representative, Sr. (Banking) jobs in Ventura, CA

SUMMARY: The Direct Sales Representative at GeoLinks plays a pivotal role in driving the company’s growth through outbound strategies, with a primary focus on cold calling, networking, referrals. Responsible for educating prospects on GeoLinks’ services, the successful candidate will exceed sales quotas through effective sales calls and documentation. This role also involves managing customer accounts from sales through installation, ensuring customer satisfaction, and actively participating in community events to generate sales opportunities. The Direct Sales Representative is a key contributor to GeoLinks’ success, making significant contributions to market penetration, client relationships, and overall business expansion.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Responsibilities include but are not limited too are:

• Meet established goals for sales quotas
• Ability to effectively engage prospects, understand their needs, and articulate the value proposition of GeoLinks services
• Find and contact prospects
• Identify leads, manage prospects and acquire new business
• Engage cold and warm prospects through in-person cold calling, networking, and referrals to educate them on GeoLinks Services
• Effectively demonstrate product line
• Prepare accurate documentation of sales orders, agreements, and sales reports daily (Salesforce experience is a plus)
• Strong communication skills, both verbal and written, to interact with prospects, customers, and internal departments
• Manage customer accounts from sale through installation
• Dedication to customer satisfaction through effective account management and follow-ups after installation to ensure customer satisfaction

COMPETENCIES:

To perform the job successfully, an individual should demonstrate the following competencies:

• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
• Safety and Security - Observes safety and security procedures; Determines appropriate action beyond guidelines; Reports potentially unsafe personnel behavior.
• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan.