Business Development Representative - Financial Sales - Entry Level

Position Overview

RTS Financial, part of Shamrock Trading Corporation, is seeking a Business Development Representative. This entry-level sales role focuses on supporting, managing, and developing new and existing accounts to build strong relationships and drive sales growth. This is a Full Remote position with the offer available from Georgia (USA). Shamrock Trading Corporation is a family of brands in transportation, finance, and technology, with a strong reputation as one of America’s “Most Loved Workplaces.”

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 timely
• Assist with high severity requests or issue escalations as needed
• Utilize required processes to maximize performance in line with senior management strategies
• Participate in strategic planning including market potential assessment and competitive analysis
• Assist in product marketing activities such as product launch management and presentations
• Continually refine processes to maintain a strong presence with customers 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 (Salesforce and Microsoft Office Suite)
• Highly organized with the ability to multi-task
• Self-motivated and self-sufficient with the confidence to seek guidance as needed
• Critical thinking and negotiation skills
• Attention to detail
• Strong 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