Inside Sales Representative (Financial Services)

Location: Pittsburgh, Pennsylvania, United States; onsite at the Pittsburgh offices

Company

A financial services firm providing banking, lending, investment, and asset management solutions.

What you will do

• Collaborate with external sales partners and sales management to expand existing financial advisor relationships and identify new clients.
• Coordinate client meetings and calls, provide relationship management support, and assist with initial loan applications.
• Support territory management by scheduling meetings and preparing presentations, conferences, and sales kits.
• Present lending and other product offerings to financial advisors and explain how they complement advisor businesses.
• Develop and maintain a drip marketing strategy to generate lending opportunities and keep products top of mind.
• Conduct individual and joint meetings with advisors while maintaining detailed knowledge of securities-based loan products.

Requirements

• Bachelor’s degree in finance, accounting, or business administration.
• 1–3 years of financial services experience, including financial sales or client services with demonstrated goal achievement.
• Experience with a CRM platform such as Salesforce.
• Strong communication, interpersonal, prospecting, customer service, independent judgment, and critical-thinking skills.
• Proficiency in Microsoft Office, particularly Excel and Word.
• Ability to work onsite from the Pittsburgh offices and travel less than 25%.

Nice to have

• Experience working with high-net-worth clients and top-producing advisors or agents.
• Knowledge of insurance, banking, lending, and financial markets.

Culture & Benefits

• Client-first culture centered on integrity, independence, and a conservative long-term perspective.
• Medical, dental, vision, life, critical illness, accident, and disability insurance may be available.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Focus on professional growth, collaboration, accountability, pragmatic decision-making, and continuous improvement.