Business Development - Financial Sales - job 1 of 2

The Business Development - Financial Sales role at RTS Financial focuses on prospecting, qualifying, and closing new accounts while fostering existing relationships. You’ll actively seek new business opportunities, effectively presenting financial products to potential clients to demonstrate their value and negotiate terms to maximize profitability.

To qualify for the Business Development - Financial Sales position at RTS Financial, you need a bachelor’s degree along with a minimum of 2 years of business development experience, preferably with 5+ years in a similar role. A proven track record in solutions-based sales, excellent customer service skills, and the ability to thrive in a competitive environment are all essential.

Success in the Business Development - Financial Sales role at RTS Financial demands excellent communication, problem-solving skills, and the ability to multitask in a fast-paced setting. A dynamic sales personality and experience with cold calling are significant assets that will enhance your effectiveness in this role.

Absolutely! RTS Financial places a strong emphasis on employee development, investing in training and offering numerous opportunities for career advancement. We aim to create a long-term career path for employees who are motivated and eager to grow within the organization.

The work environment at RTS Financial is dynamic and supportive, fostering a culture of collaboration and innovation. As a member of our sales team, you will work in an encouraging atmosphere that values ambition and recognizes success, giving you the tools needed to excel.

RTS Financial offers an attractive benefits package for the Business Development - Financial Sales role, including fully covered medical, dental, and vision insurance for you and eligible family members, competitive PTO, a robust 401(k) program, and discounted gym memberships to support employee wellness.

Building relationships is crucial in the Business Development - Financial Sales role at RTS Financial, as it allows you to foster trust and loyalty with clients. Successful sales depend on understanding customer needs and delivering tailored financial solutions that drive business growth, making persistent relationship management vital.

When asked about prospecting during your interview for the Business Development - Financial Sales position at RTS Financial, highlight your strategies for identifying potential clients, such as leveraging social media, referrals, and research. Emphasize persistence and adaptability in your approach.

In response to handling objections, share a framework for addressing client concerns by actively listening, empathizing, and providing solutions that align their needs with your financial products. This showcases your problem-solving skills and commitment to the client's success.

When describing a successful sales strategy during your interview, detail a specific plan that outlines goals, tactics used to engage clients, and the outcomes achieved, thereby demonstrating your ability to drive results in a business development role.

Discuss your techniques for maintaining customer relationships by highlighting regular follow-ups, personalized communication, and utilizing CRM tools to track interactions and client history. This shows your proactive approach to ensuring long-term business success.

To showcase your motivation in a competitive sales environment, share personal goal-setting methods, peer support systems, and strategies for staying focused on performance metrics. Highlight how this positivity impacts your sales productivity at RTS Financial.

Frame your answer by discussing how you view income opportunities through relationship expansion, upselling existing clients, understanding market trends, and cross-selling various financial products. Focus on how these strategies align with RTS Financial's goals.

Make sure you research RTS Financial before the interview. Discuss how RTS blends financial services with transportation solutions and stipulate specific offerings relevant to the company's goals, reinforcing your enthusiasm for the role.

When discussing your management of a large client portfolio, emphasize organizational skills, prioritization based on potential revenue or relationship strength, and the use of CRM tools to streamline interactions. Detail how this strategy can benefit RTS Financial.

Illustrate the value of teamwork in Business Development by explaining how collaborative efforts can lead to innovation and capturing opportunities, ensuring a cohesive approach to achieving sales goals at RTS Financial.

Convey your motivation for selling financial products by discussing the value they provide to clients' lives and businesses. Share a personal story or experience that emphasizes your passion for helping others achieve financial stability and success.