Account Services Representative jobs in Charlotte, NC

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Stock options plan
• Training & development
• Vision insurance

At Legacy Services Financial our mission and purpose is to build a world-class company focused on providing a range of financial services and products, with the highest level of support and service to our clients. We have built our business by consistently striving to identify new markets, new products, and select top-notch people to grow the company. We offer a culture that encourages personal development, provides unlimited financial opportunity, and fosters consistent growth.

Position Summary:
We are actively seeking an ambitious, goal-oriented individual with excellent communication skills to join our growing team as a Sales Account Representative. In this outside sales role, you will be responsible for all sales activities in a specified territory with your primary objective being to establish relationships with business owners and manage a portfolio of clients. You will be prospecting clients, networking, and making sales calls in the field daily. The right person for this role will be confident in their abilities and have a strong work ethic. This is a full time position and the responsibilities include:

• Create, manage, and develop a sales pipeline in the B2B market through a combination of utilizing our CRM, warm calling and building new relationships.
• Manage client relationships to ensure that we retain, renew, and expand our relationships with existing clients.
• Network with the local business community and develop new business relationships.
• Become an expert in all our products and services that we offer.
• Prepare and deliver sales presentations to prospective new clients.
• Manage and update pipeline opportunities utilizing our CRM.
• Attend all staff meetings and corporate training events.
• Provide the highest level of customer service.

Qualifications:

• A proven track record of success in sales, business, customer service or a leadership role is preferred.
• Ability to communicate effectively with decision makers at all levels.
• Competitive nature and the drive to contribute to a winning culture.
• Coachable, eager to learn.
• Energetic and outgoing personality.
• Strong work ethic, initiative, and follow-through.
• Exceptional interpersonal skills.
• College degree preferred or equivalent experience in sales, customer service or a leadership role.

We Offer:

• A positive and energetic culture, family atmosphere. Work / life balance.
• Corporate training provided with our most accomplished Trainers and Leadership staff.
• Compensation includes sales and stock bonuses each month, incentive trips and residual income.
• Opportunity for professional growth and career advancement into leadership.
• Performance based career advancement.
• Health benefits.
• Excellent ongoing professional development, advanced sales training, and leadership training.
• Flexible work schedule.

Our Values: Integrity - Service - Ownership – Fun