Business Development Representative - Financial Sales - Entry Level

Shamrock Trading Corporationabout 1 year ago
Atlanta, Georgia, United States
On-site
Full-time
Junior Level (1-3 years)

Job Description

Position Overview

RTS Financial is part of Shamrock Trading Corporation, a family of brands in transportation, finance, and technology. With headquarters in Overland Park, Kansas and multiple regional offices, Shamrock is renowned as one of America’s Best Places to Work and a Most Loved Workplace. Located in the heart of Atlanta’s Midtown, our office offers a vibrant work environment with stunning city views.

Shamrock Trading Corporation and RTS Financial are seeking a Business Development Representative. This entry-level sales position is responsible for supporting, managing, and developing new and existing accounts. The role is designed to help you understand the fundamentals of sales and account management while building the skills necessary for a successful career in business development.

Key Responsibilities

  • Work closely with the sales team to retain and gain new business
  • Effectively present and explain financial products and their intended value
  • Negotiate spreads and maximize profitability on all business
  • Build and maintain strong, long-lasting relationships and communication
  • Analyze existing client accounts to identify upselling and cross-selling opportunities
  • Ensure the timely and successful delivery of requests and solutions according to client needs
  • Communicate the status of all client relationships clearly and in a timely manner
  • Assist with high severity requests or issue escalations as needed
  • Utilize required processes to maximize performance and yield while aligning with senior management strategies
  • Participate in strategic planning, including corporate positioning, competitive analysis, and market penetration plans
  • Assess market potential, competitive pricing, and profitability for current business models and contribute to developing documentation for new models
  • Assist in product marketing, including product launch management, presentation development, and competitive analysis
  • Continually refine processes to remain ahead of customer needs in relevant industries
  • Track metrics for all programs and activities

Required Qualifications

  • Bachelor’s degree or 2+ years of customer service or account management experience
  • Passion to learn and a relationship-driven approach
  • Desire to work in a competitive sales and team environment
  • Excellent computer skills, including proficiency in Salesforce and Microsoft Office Suite
  • Highly organized with the ability to multi-task
  • Self-motivated and self-sufficient, with the confidence to seek guidance when needed
  • Strong critical thinking and negotiation skills
  • Keen attention to detail
  • Excellent interpersonal communication skills, both written and verbal
  • Bilingual skills are a plus

Benefits & Perks

  • Medical: Fully paid healthcare, dental, and vision premiums for employees and eligible dependents
  • Work-Life Balance: Competitive PTO, paid leave policies, and eligibility for work from home opportunities after an introductory period
  • Financial: Generous company 401(k) contributions and employee stock ownership after one year
  • Wellness: Onsite gym and discounted membership to a nearby fitness center

Required Skills

Strategic Planning
Microsoft Office Suite
Communication
Customer Service
Negotiation
Analytical Thinking
Relationship Building
Account Management
Salesforce