Sales Representative

WFG Sales Representative

Williston Financial Group (WFG) is the Portland, Oregon-based parent company of several national title insurance and settlement services providers, including WFG Lender Services and WFG National Title Insurance Company. One of only six national underwriters, WFG achieved a national footprint faster than any title insurance provider in history. The WFG family of companies offers full-service title insurance and settlement services for use in residential and commercial mortgage and real estate transactions nationwide.

We are seeking a motivated candidate to join our fast-paced San Diego team. You will work directly with executives to maintain and grow relationships to ensure long-term success. We provide comprehensive on-the-job training to help you master our sales cycle, paired with dedicated mentorship to help you accelerate your time-to-productivity and encourage growth within the company.

Job Purpose

Sales Representatives are skilled in obtaining leads and closings, and are responsible for generating new revenue through the sales of the company's services. In addition to possessing excellent customer service skills, the Sales Representative works directly with executives and key personnel to identify, strategize, prioritize, and pursue new and existing opportunities. The ideal candidate will understand the need to continuously develop and feed a sales funnel, generate new opportunities, and close on opportunities in order to thrive in a fast paced agile working environment.

Essential Job Functions

• Adhere to company policies and culture.
• Identify and initiate contact with potential clients and opportunities.
• Qualify potential clients to ensure a match for the Company's client criteria.
• Retain communication and build relationships with clients by making in person and virtual calls.
• Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.
• Obtain and maintain knowledge of services offered on company and client sides.
• Maintain knowledge of industry regulations.
• Maintain CRM daily with customer contacts and details.
• Communicate with Sales leadership on a regular basis.
• Participate in events such as trade shows and/or sales conferences.
• Stay abreast on current trends and industry changes.
• Strive to continuously meet or exceed performance goals and departmentally defined objectives.

Knowledge, Skills and Abilities

Ability to identify client needs and make recommendations. Executive presence to influence senior decision-makers. Excellent interpersonal and leadership skills including the ability to work well independently and in a team environment. Strong customer service ethic and outstanding ethical standards. Ability to learn new systems and information quickly. Possess solid negotiation and closing skills.

Basic Qualifications

High school diploma or equivalent. Strong oral and written communication skills. Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices. Ability to multi-task and work in a fast paced environment; strong organizational skills.

Preferred Qualifications

Sales experience. Some knowledge of financial, real estate or servicing industry would be great but not required.

Work Environment

Working professionally in a remote capacity in the field making sales calls, attending meetings and following up with clients. Depending on location, may routinely operate in a professional office environment that uses standard office equipment such as computer, phone and photocopiers.

Physical Requirements/ADA

No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility. Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor. Job frequently requires sitting, handling objects with hands. Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs. Vision requirements: Ability to see information in print and/or electronically.

Position Type/Expected Hours of Work

Days and hours of full time position are Monday through Friday, 8:00 a.m. to 5 p.m. Part-time positions may be considered. Travel: Travel is expected for this position.

Williston Financial Group