Securities, Commodities, and Financial Services Sales Agents

**About this role:**

Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers **in an assigned local market** by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at **wellsfargojobs.com.**

**In this role, you will:**

+ Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-10MM) within assigned portfolios

+ Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially

+ Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio

+ Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk

+ Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals

+ Engage in prospect activities and employ contact strategies focused on generating new small business relationships

+ Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth

+ This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

**Required Qualifications:**

+ 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 10mm in annual revenue

+ Strong knowledge of deposit and cash management products and services

+ Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally

+ Ability to balances needs of clients with associated risks and interests of Wells Fargo

+ 3+ years of experience in business-to-business sales

+ Established network in the local market

+ Knowledge and understanding of financial services industry

+ Excellent verbal, written, and interpersonal communication skills

+ Intermediate Microsoft Office skills

+ A BS/BA degree or higher

**Job Expectations:**

+ Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.

+ Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

**Posting Locations:**

+ 4323 W Peoria Ave Glendale, AZ 85302

+ 2410 S Power Rd Mesa, AZ 85209

**Posting End Date:**

21 Jan 2025

**_*Job posting may come down early due to volume of applicants._**

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-430165

**About this role:**

Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers **in an assigned local market** by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at **wellsfargojobs.com.**

**In this role, you will:**

+ Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-10MM) within assigned portfolios

+ Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially

+ Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio

+ Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk

+ Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals

+ Engage in prospect activities and employ contact strategies focused on generating new small business relationships

+ Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth

+ This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

**Required Qualifications:**

+ 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 10mm in annual revenue

+ Strong knowledge of deposit and cash management products and services

+ Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally

+ Ability to balances needs of clients with associated risks and interests of Wells Fargo

+ 3+ years of experience in business-to-business sales

+ Established network in the local market

+ Knowledge and understanding of financial services industry

+ Excellent verbal, written, and interpersonal communication skills

+ Intermediate Microsoft Office skills

+ A BS/BA degree or higher

**Job Expectations:**

+ Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.

+ Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

**Posting Locations:**

+ 4323 W Peoria Ave Glendale, AZ 85302

+ 2410 S Power Rd Mesa, AZ 85209

**Posting End Date:**

21 Jan 2025

**_*Job posting may come down early due to volume of applicants._**

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-430165

As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status.

**This role is remote and not required to be in the office, however this position is required that the candidate lives within 50 miles of the business unit.**

**I. Job Summary**

The Inside Sales Representative (ISR) is responsible for generating revenue utilizing a consultative selling approach in the sale of WM services to small/medium business segment customers. The ISR receives and closes warm customer leads from different sources. A successful ISR consistently meets or exceeds weekly and monthly sales activity goals as well as establishes and maintains a high level of customer satisfaction in all sales transactions.

**II. Essential Duties and Responsibilities**

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other minor duties may be assigned.

Receives and acts upon sales opportunities received from inbound calls and internal lead sources and/or eBusiness (online sales streams); Expands on sales of products and services with existing customers

+ Conducts pre-sales activities to gain understanding of the customer's needs and prepare for the sales call. This includes gathering appropriate marketing material and pricing plans, identifying customer needs and interests to determine the best sales strategy and identifying potential objections with plans to address during the sales call.

Negotiates and closes sales by effectively communicating alternatives and positions to reach mutually beneficial sales agreements

+ Understands and adheres to established and approved WM sales processes

+ Presents WM products and services using a consultative approach that clearly shows how the solutions would meet needs and provide benefits; leverages supporting evidence and clearly connects WM solutions to customers' business needs

+ Adjusts sales technique depending on the nature of the prospect or customer

+ Presents compelling arguments to support recommended sales solutions

+ Overcomes objections during sales negotiations by emphasizing the value of WM offerings that benefit the customer

+ Facilitates agreement to a sales solution that will meet the major needs of both parties

+ Finalizes sales agreements with specific actions outlined and commitments for next steps

+ Conducts post-sale administrative work to ensure product/service implementation is successful

**III. Supervisory Responsibilities**

This job has no supervisory duties.

**IV. Qualifications**

The requirements listed below are representative of the qualifications necessary to perform the job. Must live and work in the US.

A. Education and Experience

+ Education: High School Diploma or GED (accredited).

+ Experience: None prior work experience required.

B. Certificates, Licenses, Registrations or Other Requirements

+ None required.

C. Other Knowledge, Skills or Abilities Required

+ Proficient in computer skills

+ Ability to work effectively as an individual contributor as well as part of a team

+ Devising Sales Approaches and Solutions

+ Expanding and Advancing Opportunities

+ Communicate with Impact

+ Influence and Negotiating Sales

+ Planning and Organization

+ Results Driven

**V. Work Environment**

Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

+ Required to use motor coordination with finger dexterity (such as keyboarding, machine operation, etc) part of the work day;

+ Required to exert physical effort in handling objects less than 30 pounds rarely;

+ Required to be exposed to physical occupational risks (such as cuts, burns, exposure to toxic chemicals, etc) rarely;

+ Required to be exposed to physical environment which involves dirt, odors, noise, weather extremes or similar elements rarely;

Normal setting for this job is: office setting.

The expected hourly pay range for this position across the U.S. is $16.50-17.50. This range represents a good faith estimate for this position. The specific salary offered to a successful candidate may be influenced by a variety of factors including the candidate’s relevant experience, education, training, certifications, qualifications, and work location

**Benefits**

At WM, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability. As well as a Stock Purchase Plan, Company match on pension, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site.

If this sounds like the opportunity that you have been looking for, please click "Apply.

Equal Opportunity Employer: Minority/Female/Disability/Veteran

At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.

NBAZ is looking for an experienced Branch Relationship Banker to join Arizona’s #1 Community Bank in our Riverside Crossing/Tucson branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!

Essential Functions:

+ Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.

+ Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.

+ Responsible for making appropriate referrals for other bank products and services, including commercial lending products.

+ Follows up with clients as needed.

+ May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.

+ Responsible to resolve customer service issues.

+ Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.

+ May be responsible for processing cash transactions and other customer service duties within the branch.

+ Other duties as assigned.

Qualifications:

+ High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.

+ Previous experience in a financial sales representative-oriented role preferred.

+ Working knowledge of mathematical calculations and standard banking products, services and transactions.

+ Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications.

+ Proven customer service, interpersonal and communication skills, both verbal and written.

+ Effective selling, cross-selling and referral skills.

+ Solid mathematical, problem-solving and negotiation skills.

+ Solid interpersonal & relationship building skills.

+ Strong attention to detail and time management.

+ Proficient in basic computer skills.

+ Bilingual proficiency in English and Spanish languages, is preferred.

Schedule: Monday – Friday: 8:00 AM – 5:30 PM; 40 hours/week

Benefits:

+ Medical, Dental and Vision Insurance - START DAY ONE!

+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.

+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.

+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.

+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.

+ Mental health benefits including coaching and therapy sessions.

+ Tuition Reimbursement for qualifying employees.

+ Employee Ambassador preferred banking products.

Req ID: 066268

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.

NBAZ is looking for an experienced Branch Relationship Banker to join Arizona’s #1 Community Bank in our Sierra Vista branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!

Essential Functions:

+ Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.

+ Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.

+ Responsible for making appropriate referrals for other bank products and services, including commercial lending products.

+ Follows up with clients as needed.

+ May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.

+ Responsible for resolving customer service issues.

+ Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.

+ May be responsible for processing cash transactions and other customer service duties within the branch.

+ Other duties as assigned.

Qualifications:

+ High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.

+ Previous experience in a financial sales representative-oriented role preferred.

+ Working knowledge of mathematical calculations and standard banking products, services and transactions.

+ Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications.

+ Proven customer service, interpersonal and communication skills, both verbal and written.

+ Effective selling, cross-selling and referral skills.

+ Solid mathematical, problem-solving and negotiation skills.

+ Solid interpersonal & relationship building skills.

+ Strong attention to detail and time management.

+ Proficient in basic computer skills.

+ Bilingual proficiency in English and Spanish languages, is preferred.

Schedule: Monday – Friday: 8:00 AM – 5:00 PM; 40 hours/week

Benefits:

+ Medical, Dental and Vision Insurance - START DAY ONE!

+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.

+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.

+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.

+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.

+ Mental health benefits including coaching and therapy sessions.

+ Tuition Reimbursement for qualifying employees.

+ Employee Ambassador preferred banking products.

Req ID: 066253

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

**Who We Are: Wolters Kluwer: The world is a big place, find your place here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)**

**What We Offer: **

The Sales Representative role offers growth potential opportunities, professional development, an engaging small team environment, the ability to work remotely, and amazing benefits.

**What You'll be Doing:**

As a Sales Representative, you'll build on your foundational sales skills, engaging more directly with clients and playing a key role in executing sales strategies. You'll balance customer interactions with data-driven insight to support negotiations, contributing to the overall sales performance of the organization. This role is essential in bridging client needs with our offerings and supporting first-class sales operations.

**Key Tasks: **

+ Identify and develop sales opportunities.

+ Prepare and deliver sales presentations to prospective clients.

+ Engage clients to understand their needs and provide solutions.

+ Maintain detailed sales records and update CRM systems.

+ Collaborate with sales colleagues to execute effective sales strategies.

+ Analyze market data to identify potential business opportunities.

+ Support the implementation of sales campaigns and initiatives.

+ Assist in negotiating product/service terms with guidance.

+ Follow-up with client's post-sale for feedback and additional needs.

+ Continually enhance product knowledge through training sessions.

**You're a Great Fit if You** **Have/Can:**

+ A bachelor’s degree or equivalent job-related experience

+ 5+ years of direct B2B sales experience with a proven track record of meeting and exceeding sales targets is required

+ Client Engagement: Ability to interact with clients and understand their needs.

+ Sales Techniques: Knowledge of effective sales strategies and techniques.

+ CRM Proficiency: Experience with customer relationship management software.

+ Data Analysis: Skills in interpreting market data and sales metrics.

+ Negotiation: Basic skills in negotiating terms with clients.

+ Project Organization: Ability to manage sales projects and campaigns.

+ Feedback Management: Skills in collecting and acting on client feedback.

+ Continuous Learning: Commitment to ongoing sales and product training.

We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference

**Please use the below links to review the three business segment products this position sells:**

**eOriginal:**

eOriginal - Electronic Signatures and Digital Transaction Management | Wolters Kluwer (https://www.wolterskluwer.com/en/solutions/eoriginal)

**Compliance Solutions:**

Compliance solutions and GRC governance, risk and compliance solutions | Wolters Kluwer (https://www.wolterskluwer.com/en/compliance/our-solutions)

**Benefits:** A comprehensive benefits package that begins your first day of employment.

**Additional Information:** Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including **Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave** .

Full details of our benefits are available - https://www.mywolterskluwerbenefits.com/index.html

**Diversity Matters:** Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

**The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They’re not intended to be an exhaustive list of all duties and responsibilities and requirements.**

**Compensation:**

Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750

This role is eligible for Commission.

**Additional Information** :

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status.

**This role is remote and not required to be in the office, however this position is required that the candidate lives within 50 miles of the business unit.**

**I. Job Summary**

Manages the activities of one or more Market Areas' Inside Sales Representatives and provides an accomplished level of expertise in the sale of WM services over the telephone to customers resulting in additional revenue. Develops and implements appropriate sales and marketing programs to meet current and future customer needs and provides guidance and direction to Inside Sales Representatives

**II. Essential Duties and Responsibilities**

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other minor duties may be assigned.

+ Maintains and reinforces the corporate sales strategy and design with the Inside Sales Team.

+ Establishes and maintains a high level of customer satisfaction on all sales transactions. Communicates to and works with the Market Area Sales Manager to help resolve unique customer issues.

+ Supervises activities of the Inside Sales Department. Ensures team members meet or exceed sales call activity goals for new sales, lead generation and contact productivity.

+ Forecasts and recruits qualified candidates for available and/or upgraded Inside Sales Team positions.

+ Develops and executes ongoing training that provides both formal training and informal coaching sessions to all Inside Sales Representatives. Encourages feedback and is available to answer questions, provide direction and/or offer assistance when needed. Updates all Inside Sales Representative reference material as appropriate.

+ Participates in training and coaching the Inside Sales staff.

+ Assists in the communication and maintenance of the Market Area's pricing and service strategies.

+ Sets up and maintains accurate customer records for all customer interactions. This includes prospect data, contracts, orders and service machine documentation.

+ Works with the Market Area Sales Manager to develop and implement strategies to up sell and cross sell to customers via outbound calls. Communicates goals to Inside Sales Representatives.

+ Train and develop frontline employees to enhance sales performance and personal growth, ensuring alignment with organizational goals.

+ Coach and mentor emerging leaders, fostering leadership skills and accelerating both individual and team development.

+ Train and develop frontline employees to enhance sales performance and personal growth, ensuring alignment with organizational goals.

+ Coach and mentor emerging leaders, fostering leadership skills and accelerating both individual and team development.

**III. Supervisory Responsibilities**

The highest level of supervisory skills required in this job is the management of supervisory employees. This includes:

+ Direct supervision of 0 full-time employees, including:

+ Indirect supervision of 0 full-time employees.

**IV. Qualifications**

The requirements listed below are representative of the qualifications necessary to perform the job. Must live and work in the US.

A. Education and Experience

+ Education: Bachelor's degree (accredited) or in lieu of degree, High School Diploma or GED and four (4) years of relevant experience.

+ Experience: Three (3) years of business-to-business sales management, plus three (3) years in direct business-to-business sales or a minimum two (2) years of inside sales management experience (in addition to education requirements).

+ Internal requirements include three (3) years of proven success in a Level 4-6 sales position.

+ This is a management position. Placement into or advancement to this position is dependent upon individual performance, local market conditions and/or district's requirements. This position is eligible to participate in sales compensation and recognition programs upon successful completion of training prerequisites and Market Area management approval.

B. Certificates, Licenses, Registrations or Other Requirements

+ None required.

C. Other Knowledge, Skills or Abilities Required

General Competencies Include:

+ Build Relationships

+ Communicate With Impact

+ Demonstrate Adaptability

+ Demonstrate Integrity and Courage

+ Demonstrate Professionalism

+ Demonstrate Leadership/Coaching

+ Initiate Action

+ Produce Results

+ Think Strategically

+ Focus On Customers

+ Gain Commitment

+ Influence and Negotiate

+ Leverage Diversity

+ Manage Work/Time

+ Plan and Organize

+ Use Ethical Practices

**V. Work Environment**

Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

+ Required to use motor coordination with finger dexterity (such as keyboarding, machine operation, etc.) part of the work day;

+ Required to exert physical effort in handling objects less than 30 pounds rarely;

+ Required to be exposed to physical occupational risks (such as cuts, burns, exposure to toxic chemicals, etc.) rarely;

+ Required to be exposed to physical environment which involves dirt, odors, noise, weather extremes or similar elements rarely;

+ Normal setting for this job is: office setting and/or outside sales.

The expected salary range for this position across the U.S. is $75,000 - $85,000. This range represents a good faith estimate for this position. The specific salary offered to a successful candidate may be influenced by a variety of factors including the candidate’s relevant experience, education, training, certifications, qualifications, and work location

**Benefits**

At WM, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability. As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site.

If this sounds like the opportunity that you have been looking for, please click "Apply.

Equal Opportunity Employer: Minority/Female/Disability/Veteran

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

**Who We Are: Wolters Kluwer: The world is a big place, find your place here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)**

**What We Offer: **

The Sales Representative role offers growth potential opportunities, professional development, an engaging small team environment, the ability to work remotely, and amazing benefits.

**What You'll be Doing:**

As a Sales Representative, you'll build on your foundational sales skills, engaging more directly with clients and playing a key role in executing sales strategies. You'll balance customer interactions with data-driven insight to support negotiations, contributing to the overall sales performance of the organization. This role is essential in bridging client needs with our offerings and supporting first-class sales operations.

**Key Tasks: **

+ Identify and develop sales opportunities.

+ Prepare and deliver sales presentations to prospective clients.

+ Engage clients to understand their needs and provide solutions.

+ Maintain detailed sales records and update CRM systems.

+ Collaborate with sales colleagues to execute effective sales strategies.

+ Analyze market data to identify potential business opportunities.

+ Support the implementation of sales campaigns and initiatives.

+ Assist in negotiating product/service terms with guidance.

+ Follow-up with client's post-sale for feedback and additional needs.

+ Continually enhance product knowledge through training sessions.

**You're a Great Fit if You** **Have/Can:**

+ A bachelor’s degree or equivalent job-related experience

+ 5+ years of direct B2B sales experience with a proven track record of meeting and exceeding sales targets is required

+ Client Engagement: Ability to interact with clients and understand their needs.

+ Sales Techniques: Knowledge of effective sales strategies and techniques.

+ CRM Proficiency: Experience with customer relationship management software.

+ Data Analysis: Skills in interpreting market data and sales metrics.

+ Negotiation: Basic skills in negotiating terms with clients.

+ Project Organization: Ability to manage sales projects and campaigns.

+ Feedback Management: Skills in collecting and acting on client feedback.

+ Continuous Learning: Commitment to ongoing sales and product training.

We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference

**Please use the below links to review the three business segment products this position sells:**

**eOriginal:**

eOriginal - Electronic Signatures and Digital Transaction Management | Wolters Kluwer (https://www.wolterskluwer.com/en/solutions/eoriginal)

**Compliance Solutions:**

Compliance solutions and GRC governance, risk and compliance solutions | Wolters Kluwer (https://www.wolterskluwer.com/en/compliance/our-solutions)

**Benefits:** A comprehensive benefits package that begins your first day of employment.

**Additional Information:** Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including **Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave** .

Full details of our benefits are available - https://www.mywolterskluwerbenefits.com/index.html

**Diversity Matters:** Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

**The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They’re not intended to be an exhaustive list of all duties and responsibilities and requirements.**

**Compensation:**

Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750

This role is eligible for Commission.

**Additional Information** :

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status.

**I. Job Summary**

The WMRA Account Executive Sourcing position generates new account revenue in new accounts and revenue growth in existing accounts utilizing a consultative selling approach in the sale of Waste Management recycling services to large, complex accounts. The AE-Sourcing is responsible for prospecting and closing sales to new customers to achieve budgeted sales goals. The AE-Sourcing develops and implements sound selling strategies that ensure revenue growth at target or greater profitability levels by selling to new customers only.

In addition, the AE-Sourcing is responsible for managing existing business relationships in order to achieve budgeted sales goals by developing and implementing sound retention strategies, utilizing strong negotiation efforts to preserve business, and securing contract agreements from previously non-contracted customers. The AE-Sourcing will save, secure, and convert by handling all customer cancellation requests, providing ongoing education of contract details to existing customers, and by obtaining customer contract commitments during face-to-face interactions. All escalations for customer service within the defined territory will be resolved through this position.

This is a field-based position. This position is eligible to participate in sales compensation and recognition programs upon successful completion of sales orientation and/or training programs.

**II. Essential Duties and Responsibilities**

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other minor duties may be assigned.

+ Establish and maintain a high level of customer satisfaction. Communicate to and work with the Director Sourcing Sales to resolve unique customer issues.

+ Effectively manage prospects by developing sound marketing plans and maintaining key information in the prospect database. Maintain sales pipeline to achieve goals for new sales.

+ Match (WMRA recycling) services with customer needs by demonstrating knowledge of customers, pricing and competition; effectively communicate pricing and service strategies; proactively engage other Waste Management business opportunities, referring internally as appropriate.

+ Work closely and effectively communicate with Plant Managers and Brokerage Account Managers to assist in upgrading materials to increase profitability and achieve plant goals.

+ Using in depth industry and company knowledge, prepare complex proposals and make recommendations on equipment optimization and leasing options.

+ Maintain current knowledge of external market trends and internal sale strategies and operational capabilities.

+ Reduce lost accounts by diffusing cancellation requests. Meet or exceed sales call activity goals for proactive account retention.

+ Increase revenue and profitability by executing sound plans on retention calls to improve the customers service and/or profitability.

+ Effectively use WM sales productivity software tools (i.e. Prospect and Customer Database, Proposal Program, Pricing Tools, etc.). Update and secure customer service agreements.

+ Acquire in depth industry and company knowledge in order to prepare complex proposals and make recommendations on equipment optimization and leasing options.

+ Propose customer solutions that are compliant with appropriate local, state and federal regulations. Establish and maintain a high level of customer satisfaction. This includes meeting customer retention goals. Communicate to and work with the (Recycle America) Sales Director to resolve unique customer issues.

+ Other duties as assigned.

**III. Supervisory Responsibilities**

This job has no supervisory duties.

**IV. Qualifications**

The requirements listed below are representative of the minimum qualifications necessary to perform the job.

A. Education and Experience

+ Education: Bachelors degree (accredited), or in lieu of degree, High School Diploma or GED (accredited) and five (5) years of progressive and successful business-to-business sales including business-to-business cold calling, phone-based business-to-business prospecting resulting in successfully obtaining customer appointments.

+ Experience: Three (3) years in direct business-to-business sales, business-to-business cold calling, and phone-based business-to-business prospecting resulting in successfully obtaining customer appointments (in addition to education requirements).

B. Certificates, Licenses, Registrations or Other Requirements

+ None required.

C. Other Knowledge, Skills or Abilities Required

General Competencies Include:

+ Build Relationships

+ Communicate With Impact

+ Demonstrate Adaptability

+ Demonstrate Professionalism

+ Initiate Action

+ Produce Results

+ Think Strategically

+ Gain Commitment

+ Influence and Negotiate

+ Manage Work/Time

+ Plan and Organize

+ Use Ethical Practices

+ Problem solving skills

+ Proficient with computer and software applications

**V. Work Environment**

Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

+ Required to use motor coordination with finger dexterity (such as keyboarding, machine operation, etc.) part of the workday.

+ Normal setting for this job is: office setting and/or outside sales.

**Benefits**

At WM, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short-Term Disability. As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site.

If this sounds like the opportunity that you have been looking for, please click “Apply.”

Equal Opportunity Employer: Minority/Female/Disability/Veteran

Overview

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is the second fastest-growing insurance broker in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

General Description

World Insurance Associates, Inc. is seeking an experienced Small Business Client Services professional to join our growing team. This individual will have a proven track record of delivering a winning service experience to help small businesses offer affordable and effective employee benefits.

Key responsibilities include:

This individual will work independently and/or collaboratively with producers to manage the day-to-day service on an assigned book of clients to deliver exceptional client service in the following areas:

+ Manage client service on assigned book of clients, including onboarding new clients, and obtaining and maintaining current benefit plan summaries/documents, amendments, etc.

+ Contribute to benefit plan coverage gap analysis, design, and cost savings strategies.

+ Participate in developing renewal strategy and coordinating policy marketing based on client needs, benefit plan coverage gap analysis and cost savings opportunities

+ Coordinate policy marketing and participate in vendor procurement and negotiation, analyzing carrier options and summarizing and making recommendations to secure client decisions.

+ Prepare for and facilitate client deliverables and materials (email, web-meetings and/or in person) as appropriate to achieve defined scope of services.

+ Provide and coordinate open enrollment support and carrier implementations, including preparing benefits summary, coordinating vendor materials, and verifying policy information. Selectively participate in and/or conduct open enrollment meetings via web or in person.

+ Build strong client relationships through efficient and proactive day to day client service, assisting with claims, billing, eligibility, enrollment, and coverage and compliance issues.

+ Update agency management system and customer files in the document management system according to workflows and assuring accuracy for compliance.

+ Participate in team meetings and contribute ideas to enhance workflows, leverage technology, assure quality service, streamline work and achieve operational targets.

Qualifications

+ Minimum 3+ years of small group employee benefits experience within the brokerage industry

+ Strong knowledge of EB small group product lines and mulit-state product market offerings as well as federal/state legislative and compliance requirements.

+ Strong service orientation and understanding of client service in small business, with the ability to advise clients independently and confidently on renewal recommendations and benefit solutions

+ Strong organizational skills with the ability to successfully balancing multiple priorities efficiently in a fast-paced environment

+ Strong verbal and written communication and presentation skills, with the ability to build rapport, influence and collaborate with others and build strong relationships

+ Proficient in Excel, PPT skills and EB BenAdmin systems; BenefitPoint experience a plus.

+ High attention to detail with strong problem solving and critical thinking skills

+ Bachelor's degree in a business-related program or equivalent education and/or experience in insurance

+ Life/Health insurance license or the ability to obtain immediately required.

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

To Executive Search Firms and Staffing Agencies:

World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

#LI-KC1

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