Field Sales Representative

This is a fully remote position, open to applicants in Oregon.

📋 Description

• Identify and pursue new clients while delivering Auris Payroll presentations both in person and via phone.

• Secure sales of Auris business solutions to small and medium-sized merchants and enterprises.

• Promote additional Heartland products and services to existing clients.

• Keep accurate records of clients and prospects, including call notes, scheduled interactions, and contact details in the Atlas CRM system.

• Arrange initial appointments to secure a WIN and meet minimum production goals.

• Develop a thorough understanding of the product and service offerings, as well as advancements in the financial technology sector.

• Participate in weekly team meetings and one-on-one sessions with leadership.

• Generate appointments through networking and referral partnerships.

• Conduct appointments as scheduled, identify client needs, and present Auris solutions effectively.

• Utilize the Atlas tablet-based CRM for lead generation, sales presentations, real-time client financial analysis, and seamless contract processing.

• Collaborate with the local Payroll Division Manager or Payroll Territory Manager, receiving coaching and training for initial appointments.

⛳️ Requirements

• Must be at least 18 years of age.

• A valid driver's license and automobile insurance are required.

• Successful completion of a pre-employment background check is essential.

• Candidates must reside in the vicinity of the job posting location.

• A minimum of two years of relevant experience is required.

• Exceptional skills in prospecting, communication, presentation, and networking are necessary.

• Ability to work independently as well as collaboratively within a team environment.

• A sales-driven "hunter" mentality is preferred.

• Professional appearance and a high level of integrity are essential.

• A strong sense of urgency and inherent sales aptitude are required.

• Enjoyment of cold-calling and face-to-face interactions with clients is important.

• Accountable for delivering measurable, high-quality, and timely results.

• Must be willing to spend at least 50% of the time in the field.

• Preferred qualifications include a high school diploma or GED.

• Prior B2B sales experience is preferred.

• Experience with CRM tools such as Salesforce or HubSpot is preferred.

🏝️ Benefits

• Medical benefits.

• Dental benefits.

• Life insurance.

• Disability benefits.

• 401(k) plan.

• 401(k) matching program.

• Uncapped weekly commissions.

• Lifetime residuals.

• Portfolio equity.

• Comprehensive medical insurance.

• Dental insurance.

• Vision insurance.

• Fertility benefits.

• Wellness resources.

• Paid sick time.

• Generous paid time off and holidays.

• Employee Assistance Program (EAP).

• Complimentary Calm app subscription.

• Immediate vesting in a 401(k) plan.

• Health Savings Account (HSA) options.

• Flexible Spending Account (FSA) options.

• Commuter benefits.

• Employee discount programs.

• Paid maternity leave.

• Paid paternity leave, including for adoptive parents.

• Legal plan options.

• Pet insurance coverage.