Field Sales Repersentative

Job summary

The Field Sales Representative will identify and prospect new clients through field visits while presenting financial products and services. They are also responsible for building client relationships, meeting sales targets, and maintaining accurate records of interactions.

Job details

Description Kognitive Sales Solutions is seeking an Entry Level Field Sales Representative to join our growing team in Cambridge. This full-time, on-site position offers an exciting opportunity to launch your career in the financial services industry while working directly with clients and driving business growth in the field. As a Field Sales Representative, you will be the face of Kognitive Sales Solutions, building relationships with prospective clients, presenting financial products and services, and contributing directly to our revenue goals. You will receive hands-on training and mentorship to develop the skills needed to succeed in a fast-paced, client-focused sales environment. This role offers a competitive yearly salary along with the opportunity to grow within a supportive and dynamic organization dedicated to developing top sales talent in the financial services sector. Responsibilities Identify and prospect new clients through field visits and outreach Present and explain financial products and services to potential customers Build and maintain strong relationships with clients to drive repeat business Meet or exceed individual sales targets and performance goals Conduct market research to identify new sales opportunities Maintain accurate records of sales activities and client interactions Collaborate with the sales team to develop effective sales strategies Attend training sessions to stay updated on products and industry trends Provide excellent customer service and resolve client concerns promptly Represent Kognitive Sales Solutions professionally at all times Report sales results and insights to management on a regular basis Requirements High school diploma or equivalent; bachelor's degree preferred 0-2 years of experience in sales, customer service, or a related field Strong communication and interpersonal skills Ability to build rapport and trust with clients Self-motivated with a strong desire to achieve sales targets Basic understanding of financial services products and services Ability to work independently and as part of a team Willingness to travel locally and work on-site in Cambridge Strong organizational and time management skills Proficiency with basic computer applications and CRM tools Positive attitude and eagerness to learn and grow

What you’ll do

The Field Sales Representative will identify and prospect new clients through field visits while presenting financial products and services. They are also responsible for building client relationships, meeting sales targets, and maintaining accurate records of interactions.

Requirements

Candidates should have a high school diploma or equivalent, with a bachelor's degree preferred. Applicants need 0-2 years of experience in sales or customer service, along with strong communication skills and the ability to work independently.

Benefits

• Hands-on training
• Mentorship

Listed skills

• Time management · Preferred
• Customer service · Preferred
• interpersonal skills · Preferred
• Sales · Preferred
• Communication · Preferred
• Relationship Building · Preferred
• CRM Tools · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales
• Customer service
• Communication
• Interpersonal skills
• Relationship building
• Market research
• Time management
• Organizational skills
• CRM tools
• Financial services knowledge
• Sales Strategy
• Rapport Building
• Sales Prospecting
• Positivity
• Willingness To Learn
• Self-Motivation
• Customer Relationship Management
• Management
• Customer Service
• Financial Services
• Interpersonal Communications
• Market Research
• Mentorship
• Time Management

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Field Sales Representative
• Commercial Sales Representatives
• Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

More jobs from Kognitive Sales Solutions