Job Purpose: Determine customers’ financial services needs and prepare proposals to sell services that address these needs. Contact prospective customers to present information and explain available services.
Tasks & Responsibilities
• Develop prospects from current commercial customers
• Prepare forms or agreements to complete sales
• Gather customer or product information to determine customer needs.
• Develop proposals for current or prospective customers.
• Explain technical product or service information to customers.
• Contact current or potential customers to promote products or services.
• Prepare sales or other contracts.