Insight Investments Corporate Office - Costa Mesa, CA

Business Development Executive - IFS

Job Locations US-CA-Costa Mesa
Job ID
2022-1611
Type
Regular Full-Time
Division
IFS

Responsibilities

  • Develop a thorough understanding of Insight Financial Services unique market differentiators/value story
  • Ability to leverage phone, email, LinkedIn, and other sales tools to develop relationships with target vendors in the Office Products and IT markets
  • While developing new relationships with targeted vendors, work to expand relationships with both current vendors and end user leasing clients
  • Conducts regular sales calls to develop customer relationships and follow up on leads
  • Deepen the prospect database with decision maker contact info, including but not limited to phone, position, and email
  • Work closely with Senior Account Executives and support groups to develop understanding of IFS transaction structuring and deal flow process
  • Identify any new projects and to qualify them and their decision making tendencies/processes
  • Meets established quotas and sales goals
  • Promotes goodwill and conveys a positive image of the Company
  • Provides assistance to Senior Account Executives as needed
  • Effectively communicate and transaction or program opportunities or challenges with IFS leadership
  • Attends meetings as required
  • Provides backup for other sales positions as needed
  • Meet annual established sales quotas
  • Daily target for outbound calls is to average 40
  • 30 new decision maker contacts and/or email addresses
  • Identify at minimum 1 new opportunity per day
  • 20MM in identified opportunities
  • $5MM in actual new booked business in 12 months
  • 10 new accounts generated
  • 2MM in self procured business

Qualifications / Education

  • Moderate proficiency with MS Word, MS Excel, MS Power Point or Salesforce.Com or other SFA software
  • Proficient with a financial calculator
  • Leasing structures: Op Lease, Capital Lease, FMV
  • Financial selling. Ability to generate $5MM in lease origination within the first year and $10MM in the second year is expected
  • At least one year of experience in the leasing industry
  • Leasing sales experience a plus
  • Bachelor’s degree in related field or equivalent experience and training

Skills

  • Must be a highly motivated individual with high level of initiative and an attitude of willingness
  • Must be team player willing to assist others at all levels of the organization
  • Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
  • Strong organizational and time management skills with the ability to multi-task and work autonomously or with a team
  • Strong attention to detail
  • Ability to communicate effectively on a one-on-one basis or in group setting
  • Ability to exercise strict confidentiality

 

 Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.

Division

IFS

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