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Job Description

Talent Elite Partners offers a compelling opportunity in the financial services space with a focus on lasting client partnerships, professional growth, and a supportive environment. This on-site role is based in Portland, OR. Expect a competitive compensation package that blends base pay with performance-based incentives, and access to comprehensive benefits and ongoing training to support your career development.

WHY YOU'LL LOVE WORKING HERE

  • Hybrid Work Model: a flexible mix of remote productivity and in-person client interactions
  • Relationship-Driven Culture: a workplace that highly values long-term partnerships with clients
  • Professional Growth: clear opportunities to advance into relationship management or sales leadership
  • Support System: ongoing coaching, training programs, and professional development resources
  • Comprehensive Training and Development: onboarding specialists and local resources to ensure a smooth start

BENEFITS

  • Medical, dental, and vision coverage
  • 401(k) retirement plan with company matching
  • Traditional pension plan
  • Professional development opportunities

COMPENSATION & BENEFITS

The position offers a total compensation range of $100,000 to $130,000 in the first year, including commission and performance incentives tied to sales results and client retention.

RESPONSIBILITIES

  • Sales Management: allocate effort between prospecting new clients and nurturing existing relationships to optimize acquisition and retention
  • Relationship Portfolio Oversight: oversee a diverse set of client relationships, maintaining regular communication and delivering outstanding service
  • Revenue Generation: drive new sales while identifying expansion opportunities within current client bases
  • Client Needs Assessment: conduct thorough financial reviews to understand evolving client needs and propose appropriate solutions
  • Strategic Account Planning: create and execute account strategies that deepen relationships and reveal growth opportunities
  • Client Advocacy: serve as the primary advocate for clients, ensuring their needs are met across all service touchpoints
  • Sales Process Management: manage the full sales cycle from prospecting through closing and onboarding
  • Market Engagement: represent the company at networking events and industry functions to broaden your professional network

REQUIREMENTS

  • Sales Experience: 3 to 5 years combining sales and relationship management experience
  • Sales Success: proven track record of meeting or exceeding goals while maintaining high client satisfaction
  • Strategic Mindset: ability to think strategically about immediate opportunities and long-term relationship development
  • Organizational Skills: strong project management abilities to handle multiple clients, prospects, and initiatives simultaneously
  • Technology Proficiency: experience with CRM systems and relationship management tools is helpful
  • Education: Bachelor's degree or equivalent experience in business or sales

TECHNOLOGIES

CRM systems

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