Core duties and responsibilities include the following. Other duties may be assigned by management.

• Lead Generation

  • Use leads to close new business to sustain company growth

  • Maintain a sales funnel of targeted accounts by leveraging internal and external resources

  • On site client qualifying meetings, prospecting, and cold calling.

  • Competently represent RJ Reliance value proposition to prospective clients.

  • Consistently track all activities in CRM system.

• Relationship management

  • Establish relationships with clients to expand service offerings and achieve growth.

  • Maintain relationships with internal resources to gain industry knowledge and obtain referrals and new business opportunities

  • Facilitate existing client discussions to assess current strategy, financials, and client dashboards

• Goals and Quotas

  • Close on opportunities to Consistently exceed your sales targets

  • Comprehensive account management that includes account planning and sales forecasting

• Communication Methods

  • Conduct in-person and virtual (video) meetings with clients as well as telephone calls.

  • Proactively anticipate qualifying questions to create value, meet client needs and increase sales.

• Network

  • Attend networking events in person or virtual to generate new business.

  • Create RJ Reliance brand awareness and presence in the business community through attending conferences and other events.

  • Leverage and expand your professional network through association memberships, industry contacts, trade groups, and peers