Bilingual Agent Conversions Support (Masschusetts-Rhode Island-Connecticut) - Barri Financial Group

SUMMARY: The Agent Conversions Support will assist Territory Managers with gathering information for agent applications to convert in the states of Massachusetts, Connecticut y Rhode island. Helps manage the sales process from identifying prospects, cold calling, face to face meetings, product/ service demonstration to the vetting process of a potential agent.

• HOW TO SHOW UP – OUR CORE VALUES:

Exemplifies company Core values by the way employee behaves. Company Values are critical to show the ability to be successful. Here are key behaviors we need you to bring to the table, as defined by our Core values:

1. EXCELLENCE
· Demonstrates outstanding customer interactions.

· Delivers superior & reliable work and product quality.

· Shows productive speed & agility.

· Demonstrates exemplary communication & teamwork.

2. INTEGRITY
· Embraces our committed culture of compliance.

· Practices consistent transparency.

· Lives with deliberate honesty.

· Promotes lasting loyalty.

3. GROWTH
· Participates in our involved learning & advancement.

· Exemplifies proactive accountability & ownership.

· Shows responsible value delivery in all you do.

· Includes cross functional problem solving in the organization.

• JOB SCOPE/ACCONTABILITY (for Management and Supervisory positions if applicable):

1. KEY REQUIREMENTS:
Minimum experience and requirements:

• Authorization to work in the US.
• 1-2 years of success in outside sales / territory management preferred.
• Business-to-business cold-calling experience and negotiating skills.
• Excellent communication and presentation skills
• Proficiency with Microsoft Office suite Word, Excel, and PowerPoint
• Proven ability to succeed in a competitive sales environment.
• Understanding of online tools for use in lead sourcing
• Strong attention to detail
• Business degree preferred or relevant years of experience in this field.
• Bilingual English & Spanish reading, writing and speaking. (Required)
• Money Transfer Industry or related knowledge is preferable.

2. KEY COMPETENCIES:
You will be responsible for driving the results and development of the organization. To be successful in this role, you must have at least the following key competencies:

• Support Territory Managers manage the entire sales process from identifying prospects, cold calling, face to face meetings, product/ service demonstration to the vetting process of a potential agent.
• Communicate and collect accounts receivable as necessary, working with Territory Manager and agents; collect all information required.
• Actively and successfully manage the sign-up, set-up and training of an agent in our money remittance platform and compliance.
• Provide new and existing agents with standard merchandising and POS material.
• Regularly call on agency decision-makers and personnel to train, monitor product/consumer dynamics and develop strong relationships with agents to ensure long term loyalty to the company.
• Make fact-based recommendations on product pricing and commission.
• Execute both self-conceived and assigned marketing plans to support transaction growth.
• Analyze market data and company reports to address, reinforce, or correct market and/or agency performance trends and capitalize on market opportunities.
• Support various departments at headquarters to ensure that agents comply with policies and procedures.
• Secure and forward marketplace/competitive reconnaissance to senior management

3. METRICS YOU'LL IMPACT:
While every single team member has a role in the success of our team and the achievement of our goals, in your role you are accountable for their successes and results. Here are a few metrics your team should impact:

• Customer satisfaction
• Elimination of errors
• WORK ENVIRONMENT AND PHYSICAL DEMANDS:

The physical demands described here represent what an employee should do to complete the essential functions of the job. Reasonable accommodation can be made for people with disabilities so they can complete essential tasks of the job.

1. Work/Physical Demands

· Spend most of the time (80%) recruiting new agents and (20%) developing existing ones within assigned territories.