Job Description

Ref No.:19-02598
Location: Lincoln, Rhode Island
Job description
At we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our Preferred Sales team at client. We're looking for skilled sales people that can advise and advocate for our clients for their most important financial needs.
As part of the Client team, Preferred Sales Specialists listen to client needs and understand which products/services will work best for the client throughout the relationship while providing an exceptional client experience. Preferred Sales Specialists are sales professionals that work in an inbound contact center and understand that being there for our clients is our number one priority.
As a Preferred Sales Specialist, you can look forward to
  • Working in a fast paced, changing environment that requires accuracy, multi-tasking and communicating in an efficient manner
  • Working in a collaborative environment with a team of professional preferred sales specialists and managers in an inbound call center
  • Communicating with clients throughout the entire shift with structured breaks
  • Navigating multiple computer systems while interacting with the client
  • Listening to, understanding, and providing needs based sales solutions for our clients
  • Incentive opportunities for meeting and/or exceeding critical performance standards
  • Opportunity for advancement with structured career development paths
  • World-class suite of benefits including tuition, child care reimbursement and employee discount programs
We'll help you
  • Get training and on-the-job support from managers who are invested in your success. You'll receive in-depth classroom training, including side-by-side live call handling and continued on-the-job training and coaching.
  • Learn about core banking products and services we provide through Client. Understand which products/services will work best for the client throughout the relationship and how to uncover their needs using best in class tools and resources
  • Provide education to clients. Inform and educate clients on products that are available and will benefit them to meet their needs
You're a person who (required skills)
  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
  • Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
  • Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objection
  • Is comfortable receiving ongoing performance feedback and coaching
  • Is comfortable with ongoing change and learning new technology/processes
  • Has a minimum of 2 years of sales experience with cross-selling, upselling or referring products
  • Is competent with computers
  • Is self-motivated with excellent organizational skills
  • Has strong decision making and problem solving skills
You'll be better prepared if you have (desired skills)
  • Experience in the Banking/Financial industry
  • Experience working in a call center
  • Experience in telephone sales
We're a culture that
  • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
  • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world,
  • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
  • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
  • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Client has been recognized as one of the 100 Best Companies to Work For by Fortune Magazine. We earned this recognition for our focus on being a great place to work and delivering value for our customers and clients. We were also recognized as the only financial services company on Fortune's inaugural "Best Big Companies to Work For” list, which recognized seven companies with more than 100,000 U.S.-based employees that passed the Great Place to Work Certification bar.

Statement to Third Party Agencies
To ALL recruitment agencies: Please do not forward resumes to our applicant tracking system, Client employees, or any Client facility. Client is not responsible for any fees or charges associated with unsolicited resumes.
Valid contact information must be submitted for all candidates. Valid e-mail and phone number must be provided directly on the resume. Any invalid email or contact information on candidate resumes will be rejected by Client recruiter. Due to the recent Pay Equity regulations mandate you are prohibited to share a candidate's current/prior salary details via all Scout correspondence with client.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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