Position Title: Sales Representative Department: National SalesLocation: Tampa, FLDevelopment Corporation for Israel/ Israel Bonds is an international organization offering securities issued by the State of Israel. Since the first bond was sold in 1951, Israel Bonds has secured more than $57 billion in bonds sales globally, supporting the development of every aspect of Israel's economy.POSITION SUMMARY The Registered Representative is responsible for creating under the direction of the Vice President, Sales and Executive Directors an Israel bonds sales campaign in their region. The Registered Representative also offers professional advice to the customers as to which product is most suitable for the customer and is responsible for organizing sales events and coordinating with lay leaders to maintain and create sales in the community. Reports To: Executive Director Benefits of Israel Bonds:Medical, dental, and vision insurance. Generous paid time off plus most Federal and Jewish holidays. 401k with up to a 3% match and a 4% non-elective contribution. Access to Flexible Spending. Account for health and dependent care expenses. Employer-paid short- and long-term disability insurance and life insurance.ESSENTIAL FUNCTIONSReasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.Proactively managing Israel Bonds' current client-baseCultivating new investorsStrong verbal and written communication skillsSales and solicitationsPlanning and executing existing and new eventsPrepare an annual business plan alongside the manager relating to goal achievementsAssess and decide upon the appropriate local market for communal and individual sales activityConduct a "Know Your Customer" analysis to determine which product is most suitable based on the customer's situation and needs; such analysis includes a review of information such as the customer's financial status, tax status, and investment objectivesRecognize red/yellow flags for anti-money laundering programs and elevate, as appropriateProvide general customer serviceManage customer database (Salesforce) and update as necessaryOTHER DUTIESSuch other duties as directed by the Vice President, Sales, and/or the Regional Executive Director as he/she deems appropriate and necessary to meet the needs of the National Sales Department.Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.KNOWLEDGE, SKILLS, EXPERIENCE & LICENSING REQUIREMENTSBachelor's degree in sales or development/fundraising experienceFINRA licensing required: SIE (Securities Industry Essentials) Series 7 and Series 63 (Training will be provided if neededKnowledge of the American-Jewish community and Israel's history and current social/ political/economic situationStrong written, oral, analytical, listening, and persuasion skillsExcellent Interpersonal SkillsAbility to multitask and meet deadlinesProficient in the use of Microsoft Word, Excel, Outlook, and SalesforceSUPERVISORY RESPONSIBILITYThis position has no supervisory responsibilities.WORK ENVIRONMENTThis job operates in a professional office environment. This role routinely uses standard office equipment such as computers, telephones and photocopiers.PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.This is largely a sedentary role; however, this position requires constant communication and the ability to exchange accurate information, the ability to operate a computer and other office equipment, lift files, open filing cabinets and bend or stand as necessary.POSITION TYPE/EXPECTED HOURS OF WORKThis is a full-time position. Hours of work are Monday through Friday, 9:00 a.m. to 5:00 p.m., 35 hours per week. Work extended/evening hours, weekends and holidays when needed.TRAVELMinimal local travel in attending events is expected for this position.SECURITY CLEARANCE: Must successfully pass licensing exams, background checks, and fingerprinting.
Job Title
Sales Representative