Salesforce jobs in Cincinnati, OH - Page 2Create job alerts

Job Description We're a growing company known for our exceptional culture and commitment to excellence. Seeking a high achiever to join our team, someone who can excel individually and help develop our sales team. With seven consecutive years of double-digit sales growth, we're eager to find someone aligned with our values of Ownership, Growth, and Service. This role is in outside territory sales, offering flexibility in scheduling and autonomy in planning your work week. You'll engage with small to medium-sized businesses, presenting our top-tier supplemental insurance products. Training includes both classroom sessions and hands-on experience with our top performers, supplemented by self-paced learning modules. While experience in athletics, military, law enforcement, or a proven track record of success is preferred, it's not required. We're looking for driven individuals ready to make an impact. Core Responsibilities: * Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities * Respond to client inquiries via phone, email, or text as needed * Schedule meetings with potential and existing clients to understand their insurance needs * Attend scheduled calls and meetings with your sales manager and team * Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients * Build and nurture your own client portfolio * Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself * Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week * Record daily work stats and sales activity updates at the end of each work day QUALIFICATIONS & DESIRED SOFT SKILLS: * Strong interpersonal skills with the ability to build genuine connections quickly. * A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles. * Clearly-defined personal goals, a positive attitude, and optimistic outlook. * Quick-thinking with exceptional situational awareness and critical thinking skills. * Hunger for learning and growth, strong time management abilities, and the capability to work independently. * Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers ADDITIONAL QUALIFICATIONS: * Pass a high-level pre-employment background check * Active Drivers License and reliable transportation * Active Health & Life Insurance Producer license in your resident state (or willing to obtain - study course provided and state licensing fees reimbursement available) * Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered) COMPENSATION & BENEFITS: * Comprehensive classroom and field training program * Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions * Health, dental and vision benefits offered after 60-days of employment * Performance-based promotions * Control of your schedule based on results achieved rather than time worked * Continuing professional development classes, advanced sales trainings, and leadership development classes * Culture of camaraderie, friendly competition, and success mindset Apply now to be part of a team that embraces challenges and rewards effort!

Job Description Priority Financial Group (PFG) in its relationship with TruPartner Credit Union, is looking to add a Financial Advisor to work in their Cincinnati Ohio market. The Financial Advisor will receive referrals from the assigned branch team members who are tasked with welcoming new members and deepening relationships. This advisor will be based at our main office and will have the opportunity to work referrals from the credit union's branch network. About the Role: The purpose is to enhance member and client relationships by providing holistic planning advice, and offering solutions such as, Investments, Insurance, and Estate Planning. Summary of Responsibilities: • Helps clients reach their personal, education, business, retirement, and estate planning goals., • Conducts investment, insurance, and estate planning proposals., • Provides financial education services to credit union members., • Achieves activity and production goals as agreed upon., • Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment solutions in the market. Attends training and completes required continuing education. Meets regularly with the Program Manager and trains with the Program Manager., • Drives investment and program initiatives with credit union. Provides regular feedback to the branch employees., • Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan., • Excellent organizational and time management skills. Ability to work independently and proactively demonstrate initiative., • Excellent interpersonal/communication skills., • Pays close attention to detail with a high degree of accuracy., • Excellent grammar skills to initiate, interpret, and compose documents. Basic math skills., • Maintains high level of confidentiality., • Conduct prospective client interview, implement the client's financial plan, and provide servicing appointments with commitment to client satisfaction., • Perform pro-active prospecting activities to Credit Union members and outside of the credit union to introduce new member relationships., • Maintain and document, via Salesforce, regular client annual review meetings to enhance client relationships and to identify additional opportunities to expand the relationship., • Utilize all technology and fact-finding profile forms as required for compliance review including Salesforce., • Perform all related job duties and office operations in accordance with established Credit Union, RIA and Broker Dealer policies and procedures., • Follow credit union policies for compliance with all laws and regulations., • Office space and basic office supplies, • Marketing support from the credit union. This could include introductions to partner organizations & groups, co-sponsorship of workshops or seminars, spotlights in online and/or print materials, etc., • Territories with significant deposit base, which includes current clients who need an advisor to support their financial goals, • The opportunity to find new clients via the Credit Union's client base, • The opportunity to create client solutions without proprietary products, • As a Financial Advisor with PFG, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:, • An open architecture platform with access to thousands of investment products from leading third-party product sponsors, • Resources and expertise across the firm to help you create client solutions, • Need two or more years of experience in related financial planning/sales field, or equivalent combination of education and experience., • Possess clean credit and U-4 CRD history., • Bachelor's (BS) from 4-yr College or University: or associate's (AAS) from two-year College or equivalent job experience., • Possess valid FINRA and State Insurance licensing certifications (Series 7, Series 65 or 66, and Life and Health Insurance)., • Strong understanding of the investment industry, • Excellent interpersonal and listening skills Job Posted by ApplicantPro