Sales Representative

Position Title: Sales Representative

Department: National Sales

Location: Tampa, FL

Development 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 FUNCTIONS

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Proactively managing Israel Bonds' current client-base
• Cultivating new investors
• Strong verbal and written communication skills
• Sales and solicitations
• Planning and executing existing and new events
• Prepare an annual business plan alongside the manager relating to goal achievements
• Assess and decide upon the appropriate local market for communal and individual sales activity
• Conduct 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 objectives
• Recognize red/yellow flags for anti-money laundering programs and elevate, as appropriate
• Provide general customer service
• Manage customer database (Salesforce) and update as necessary

OTHER DUTIES

Such 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 REQUIREMENTS

• Bachelor's degree in sales or development/fundraising experience
• FINRA licensing required: SIE (Securities Industry Essentials) Series 7 and Series 63 (Training will be provided if needed).
• Knowledge of the American-Jewish community and Israel's history and current social/ political/economic situation
• Strong written, oral, analytical, listening, and persuasion skills
• Excellent Interpersonal Skills
• Ability to multitask and meet deadlines
• Proficient in the use of Microsoft Word, Excel, Outlook, and Salesforce

SUPERVISORY RESPONSIBILITY: This position has no supervisory responsibilities.

WORK ENVIRONMENT: This 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 WORK: This 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.

TRAVEL: Minimal local travel in attending events is expected for this position.

SECURITY CLEARANCE: Must successfully pass licensing exams, background checks, and fingerprinting.