Private Student Lending Sales Associate- Ohio at PHEAA

Harrisburg, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Aug, 26

Salary

71000.0

Posted On

30 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Presentations, Relationship Management, Strategic Planning, Market Research, Customer Service, Public Speaking, Portfolio Management, Financial Aid Knowledge, Marketing Material Development, Data Analysis, Regulatory Compliance, Stakeholder Engagement

Industry

Financial Services

Description

PHEAA is a nonprofit student aid organization that holds a mission of providing affordable access to higher education. Give back tomorrow by joining us today! Salary: Grade 15 ($54,995 – $71,000) Shift: Monday – Friday 8:00 AM -5:00 PM Location: 100% Remote (80% Travel) Region: This position will travel throughout Ohio and West Virginia Department: PA Private Student Loan Program Job Summary This position is responsible for the promotion of PHEAA’s mission, products and services to educational institutions within an assigned area and has high visibility as the image of PHEAA to the general public promoting the Agency’s credit line of business. The emphasis of this position is to build business relationships to convince Financial Aid staff at postsecondary schools to recommend the PHEAA alternative loan program to students in need of gap student loan financing in an effort to garner loan volume to support the efforts of the PHEAA Balance Sheet strategy. This position requires travel and working outside of normal business hours. Primary Duties and Responsibilities Alternative Loan Promotion and Sales Identify and manage a broad portfolio of business opportunities with frequent travel to potential and current clients to promote PHEAA products and services. Travel includes visiting assigned schools as well as attending industry conferences and trade association events. Such campus visits will include various offices including, but not limited to: financial aid, bursar, admissions, student accounts and alumni. Establish relationships by using industry expertise, provide education on the PHEAA private loan products to post-secondary educational institutions, secondary institutions, and community/public service organizations and directly with students and families in an assigned area. Develop, prepare, and deliver compelling sales presentations to key stakeholders with the coordination and delivery of the alternative loan program. Communicate with both external clients as well as internal staff to enhance customer service and strengthen the PHEAA brand. Escalate and resolve customer issues as necessary. Establish and maintain relationships with financial aid offices at postsecondary institutions in order to share industry knowledge and assist with training initiatives and problem resolution for the alternative loan program as well as State and Federal programs administered by PHEAA on behalf of the Commonwealth and Federal Government. Public role model and liaison through personal visits, industry meetings, regulatory updates and intra-Agency communications. Lead the creation and development of marketing materials. Execute territory and strategic business plans including specific strategies promoting the PHEAA brand through identified market trends and customer needs to help drive sales growth. Collaborate with business units throughout the Agency, in particular the chosen Loan Origination vendor for the alternative loan program, State Grant and Special Programs, Legal and Compliance Services, Web Products Management, and other departments within Public Affairs Engage with external partners supporting school partners with alternative loan origination services to ensure successful processing of the alternative loan program. Recommend changes to the type and frequency of outreach services, as necessary. Research and recommend changes to financial aid educational resources as it relates to the target audience. Keep abreast of competitor products and make recommendations on enhancements to our products. Other Duties and Responsibilities Operate independently in terms of scheduling all visits, events and activities to be conducted with customers throughout the service area. Document all completed activities in the SalesLogix database and through bi-weekly reports. Develop and analyze metrics to measure effectiveness of programs, products and services and make recommendations for improvements. Create or contribute to the development of different media to enhance outreach services. Maintain up to date knowledge of state and federal regulations, products, and services that govern access and processing of financial aid; participates in internal and external conference calls, webinars, and training initiatives on a regular basis. Comply with the Agency’s enterprise security and privacy policies and departmental procedures. Other duties as assigned.

Responsibilities

Promote PHEAA's private student loan products to educational institutions and build relationships with financial aid staff to increase loan volume. Execute strategic business plans and deliver sales presentations to key stakeholders across Ohio and West Virginia.