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Israel Bonds · 4 hours ago

Field Sales Representative

Columbus, Ohio Metropolitan Area

Full-time

Onsite

New Grad, Entry Level

$60K/yr - $80K/yr

Israel Bonds is an international organization offering securities issued by the Government of Israel, and they are seeking a Field Sales Representative for Central and Southern Ohio & Kentucky. The role involves soliciting and closing investments in Israel Bonds and managing client relationships while organizing sales events in the community.

Insurance

Hiring Manager

Erik Kruger

Responsibilities

Proactively managing Israel Bonds' current client-base

Cultivating new investors

Strong verbal and written communication skills

Sales and solicitations

Planning and executing existing and new events

Prepare an annual business plan alongside the manager relating to goal achievements

Assess and decide upon the appropriate local market for communal and individual sales activity

Conduct a "Know Your Customer" analysis to determine which product is most suitable based on the customer's situation and needs; such analysis includes a review of information such as the customer's financial status, tax status, and investment objectives

Recognize red/yellow flags for anti-money laundering programs and elevate, as appropriate

Provide general customer service

Manage customer database (Salesforce) and update as necessary

Such other duties as directed by the Vice President, Sales, and/or the Regional Executive Director as he/she deems appropriate and necessary to meet the needs of the National Sales Department