Verified Job
Accounting - Finance
Circle Financial Service Lead
Accounting - Finance
#444729
Remote / WFH
Job Description
As a Circle FS Lead, you play a crucial role in establishing and nurturing strong partnerships with our BCA. You are responsible for developing and executing strategies to drive channel sales and meet revenue targets on various financial services offerings by the bank, and work closely with our BCA to ensure they have the necessary training and support to effectively promote and sell our products or services to our customers Circle FS Lead Job Description
This position requires excellent communication and relationship-building skills, as well as a deep understanding of our industry and market.
Circle FS Lead Responsibilities
• Identify markets and pockets segments for distribution of our financial services.
• Work with Circle Distribution Sales team to create and execute joint marketing initiatives and incentives to generate demand and boost sales.
Required Skills Required Qualifications
• Onboard , Train and assist Field Sales Executives to ensure they are well-versed in our products or services and can effectively market and sell them. Ensure that frontline teams are knowledgeable about insurance and other offerings
• Discover new channel partners and assess their potential to contribute to our sales objectives and market penetration.
• Coordinate with internal teams, including sales, marketing, and product development, to ensure consistency and efficiency of channel strategies.
• Keep abreast of industry developments, competitive dynamics, and market conditions to identify new opportunities and potential threats.
• Ensure compliance with regulatory requirements and industry standards. Implement risk management strategies to mitigate potential challenges
• Foster positive relationships with BC Agents and address customer inquiries related to insurance products.
• Update and present to senior management on channel partner operations, outcomes, and growth prospects.
• Effective communication and rapport-building skills.
• Outstanding negotiation and persuasion capabilities.
• Demonstrated success in managing channel partners and meeting sales objectives.
• Comprehensive knowledge of our industry, market, and competitive environment.
• Ability to create and implement channel marketing and sales strategies.
• Analytical mindset with the ability to use data and make data-driven decisions.
• Ability to work autonomously and as part of a cross-functional team.
• Bachelor's degree in business administration, marketing, or a related field.
• Minimum of 5-7 years of experience in channel sales or partner management.
• Proven track record of successfully managing and growing channel partner relationships.
• Knowledge of our industry and market, including key competitors and trends.
• Strong understanding of sales and marketing principles.
• Experience or understanding on Insurance sales would be plus.
This position requires excellent communication and relationship-building skills, as well as a deep understanding of our industry and market.
Circle FS Lead Responsibilities
• Identify markets and pockets segments for distribution of our financial services.
• Work with Circle Distribution Sales team to create and execute joint marketing initiatives and incentives to generate demand and boost sales.
Required Skills Required Qualifications
• Onboard , Train and assist Field Sales Executives to ensure they are well-versed in our products or services and can effectively market and sell them. Ensure that frontline teams are knowledgeable about insurance and other offerings
• Discover new channel partners and assess their potential to contribute to our sales objectives and market penetration.
• Coordinate with internal teams, including sales, marketing, and product development, to ensure consistency and efficiency of channel strategies.
• Keep abreast of industry developments, competitive dynamics, and market conditions to identify new opportunities and potential threats.
• Ensure compliance with regulatory requirements and industry standards. Implement risk management strategies to mitigate potential challenges
• Foster positive relationships with BC Agents and address customer inquiries related to insurance products.
• Update and present to senior management on channel partner operations, outcomes, and growth prospects.
• Effective communication and rapport-building skills.
• Outstanding negotiation and persuasion capabilities.
• Demonstrated success in managing channel partners and meeting sales objectives.
• Comprehensive knowledge of our industry, market, and competitive environment.
• Ability to create and implement channel marketing and sales strategies.
• Analytical mindset with the ability to use data and make data-driven decisions.
• Ability to work autonomously and as part of a cross-functional team.
• Bachelor's degree in business administration, marketing, or a related field.
• Minimum of 5-7 years of experience in channel sales or partner management.
• Proven track record of successfully managing and growing channel partner relationships.
• Knowledge of our industry and market, including key competitors and trends.
• Strong understanding of sales and marketing principles.
• Experience or understanding on Insurance sales would be plus.
