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Primax · 1 month ago

National Sales Executive

United States

Full-time

Remote

Mid, Senior Level

$85K/yr - $108K/yr

5+ years exp

Primax, a Velera Company, is seeking a National Sales Executive - Emerging Services to enhance relationships with key Financial Institutions. The role focuses on lead generation, sales program coordination, and building a trusted partnership with clients to drive new sales initiatives and maximize retention.

Financial Services

Responsibilities

Develop external business by promoting our financial products and solutions in both new and existing markets to increase market share within assigned territory

Assist the VP, Sales with forecasting revenue from all new business sales

Research and contact key individuals of influence at target Financial Institutions to develop, assess, and qualify their willingness to partner with the company as a function of the value they would bring to the company’s portfolio or growth strategy

Document business development activity and pipeline

Gather competitive intelligence and knowledge surrounding industry trends, share insights

Build and lead sales pipeline by exercising weekly structured calling campaign and timely following up on lead referrals and RFPs

Participate in regional sales activities to include nationally coordinated sales campaigns

Create and present, virtually and on site, formal proposals that include a detailed pricing analysis and incentive package

Establish and maintain effective communication with prospective Financial Institutions through appropriate contact channels; identify challenges throughout sales process that need to be overcome in order to successfully execute a commitment

Ensure smooth and efficient hand-off process of committed Financial Institutions to respective Account Executive who will maintain relationship

Achieve year-end revenue target established at beginning of fiscal year

Maintain effective working relationships within the industry by initiating or responding to invitations to serve as guest speaker, participate in informative projects, and attend state league meetings

Stay informed on industry trends, changes in industry regulations and competitive landscape

Participate in meetings, negotiations and other high-level strategic discussions with target companies

Strengthen brand awareness through active external organization and event (e.g., conferences, trade shows) involvement

Engage subject matter experts when necessary to assist in the sales process

Perform other duties as assigned

Qualification

External sales experienceBusiness developmentFinancial Institutions knowledgeConsulting experienceSales forecastingMarket researchProposal presentationIndustry trend awarenessRelationship buildingCommunication skillsNegotiation skills

Required

High School diploma or equivalent required

Five (5) years external sales experience with Financial Institutions OR Eight (8) years' experience in external business development and sales experience required