Sales Administrator SBA & Bank Financing

at  Benetrends Financial

SUMMARY:

The Sales Administrator position is responsible for assisting and supporting the department’s high-priority administrative and general components of the financing sales process. This position requires an individual who is outgoing, efficient, organized, flexible and adaptable. Must be consistent in work habits and possess self-discipline and internal motivation. Quality judgment that impacts the success of client satisfaction is required.

Duties and Responsibilities:

• Inputting client contacts in HubSpot and creating financing deals in the software.
• Sending clients File Invite access.
• Facilitate Contract service duties using Right Signature platform to issue Master Services Agreements “MSA”.
• Making initial calls to set up client appointments.
• Sending follow up emails to clients
• Spreadsheet data entry
• Produces general correspondence, reports, and presentations.
• Assists in processing/distribution of marketing materials/brochures.
• When attendance is requested attends and participates in calls and meetings.
• Timely and efficiently relays messages internally and externally.
• Adhere to Department Quality Control Procedures.
• Oversee and assist in facilitate best practices to ensure tasks are performed in an efficient and effective manner for the benefit of the prospect, referral source, client, and fellow colleagues.
• Adhere to all firm established standards, policies, matters of confidentiality, clarity in communication, conciseness, style, and terminology.
• Works with fellow colleagues to resolve clients matters, immediately as they arise.
• Perform additional duties as directed by Manager, Director and President.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Proficiency in all Microsoft Office platforms.
• Excellent communication skills, strong (confident) phone & email etiquette.
• Basic knowledge of the franchise industry and franchise rules and regulations.
• Must be able to adapt to new systems requirements and software platforms.
• Experience reading and executing business contracts/engagements.
• Basic understanding of reviewing financials, including tax returns, P&L’s, balance sheets, credit reports, etc. Success Factors:

SUCCESS FACTORS:

• Excellent verbal and written skills.
• Attention to detail, effective problem-solving skills, ability to accurately proofread all completed work.
• Excellent interpersonal skills: Ability to coexist and interact with a wide variety of personalities.
• Ability to accurately deal with difficult and complex financial data and handwritten comments.
• Ability to manage aggressive deadlines and timelines accurately, efficiently, and effectively.
• Executes assignments of a confidential nature; requires ability to keep matters confidential.
• Excellent customer service skills: Have the innate desire to serve.
• Upbeat and outgoing personality.
• Ability to express empathy with customers.
  This job description does not list all the duties of the job. You may be asked to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.
  Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
  Benetrends Offers
  Come be a part of a great team at Benetrends Financial

A true passion for helping our clients with their retirement plan needs

• PTO (vacation, sick, personal time bank)401(k)7 Paid Holidays (Plus 4 floating holidays)Medical, Dental, Vision Life Insurance LTD & STD

  Remote Position:
  Link to our website: https://www.benetrends.com/

• Inputting client contacts in HubSpot and creating financing deals in the software.
• Sending clients File Invite access.
• Facilitate Contract service duties using Right Signature platform to issue Master Services Agreements “MSA”.
• Making initial calls to set up client appointments.
• Sending follow up emails to clients
• Spreadsheet data entry
• Produces general correspondence, reports, and presentations.
• Assists in processing/distribution of marketing materials/brochures.
• When attendance is requested attends and participates in calls and meetings.
• Timely and efficiently relays messages internally and externally.
• Adhere to Department Quality Control Procedures.
• Oversee and assist in facilitate best practices to ensure tasks are performed in an efficient and effective manner for the benefit of the prospect, referral source, client, and fellow colleagues.
• Adhere to all firm established standards, policies, matters of confidentiality, clarity in communication, conciseness, style, and terminology.
• Works with fellow colleagues to resolve clients matters, immediately as they arise.
• Perform additional duties as directed by Manager, Director and President