Company: Financial Services
Status: Full Time
Location: Dallas OR

About the Role

This is a challenging and rewarding role that involves building and maintaining client relationships, negotiate discount fees and other related fees with the aim of maximizing profits, offering advice and introducing new products.
All ORFS employees are encouraged to collaborate in an effort to continuously improve our processes and customer service. Everyone on the team is responsible for presenting
new ideas and perspectives.
Our Sales Executives are the first point of contact for our clients. They make sure that the OpenRoad Financial Services, Inc process fits our clients’ needs, which sometimes means educating clients on other services we provide that will help grow their business. These Sales Associates must have a thorough knowledge of their organization’s products and services and need to be able to make targeted pitches for current and future clients.
The Sales Executives are expected to continuously update their knowledge of the company products, services, and policies. Complaint handling is a critical part of this position. Turning a frustrated client into a happy client, while adhering to the company policies, requires a combination of empathy and tact.
This role does demand a high level of comfort making quick (but well-reasoned) decisions involving what we are able to offer the client in fees and discounts.


  • Greeting clients, responding to questions, improving engagement.
  • Achieving established goals.
  • Superior product knowledge
  • Introducing promotions and opportunities to current clients.
  • Cross-selling products to increase purchase amounts
  • Negotiating discounts fees and other associated fees
  • Establish new business
  • Maintain accurate records of sales calls
  • Email agreements to clients and make follow up calls or emails to verify they received the documents
  • Once documents have been received and signed, enter new client in WinFactor
  • File UCC filing
  • Email the Welcome Letter to new clients and follow up with phone call to go over processes
  • Introduce the account managers to the client
  • Maintain a positive attitude and focus on customer satisfaction in a fast-paced environment.
  • When required: attend conferences and meetings to enhance growth and keep up on the latest changes in the industry


  • High productivity
  • Effectively communicating in written and verbal formats
  • Reliability
  • Professional behavior, appearance, and communication
  • Self-motivation
  • Supporting the company and its mission and exemplifying the company’s values
  • Prioritizing and focusing on the areas of greatest concern
  • Objective decision making
  • Focus on personal and professional growth

Why OpenRoad

  • Advance your career with a reliable company committed to sustainable growth
  • Full benefits package
  • Competitive salary and variable compensation with opportunities for advancement
  • Professional, fast-paced, collaborative culture
  • Flexible work schedules

OpenRoad Financial Services offers a small company approach to doing business emphasizing customer service and relationships with financial capabilities of a large institution.

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