Inside Sales Representative
Compeer FinancialAbout the role
Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.
How we support you:
- Hybrid model – up to 50% work from home
- Flexible schedules including ample flexibility in the summer months
- Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
- Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
- Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
- Learning and development programs
- Mentorship programs
- Cross-functional committee opportunities (i.e. Diversity & Inclusion Council, emerging professional groups, etc.)
- Professional membership/certification reimbursement and more!
Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.
To learn more about Compeer Financial visit www.compeer.com/careers.
Where you will work:
Open to location: This position offers a hybrid work option (up to 50% remote) and is open to any Compeer office location in Illinois, Minnesota and Wisconsin. With our Sun Prairie, WI office preferred.
The contributions you will make:
This position proactively qualifies leads through inbound and outbound calls and emails, driving cross-sell and upsell opportunities while ensuring a consistent client experience. Maintains accurate client records, collaborates with internal teams, reports on performance metrics and stays informed on product knowledge and industry trends.
A typical day:
- Contacts and qualifies marketing-generated leads through targeted, high-quality communications, ensuring a smooth transition of opportunities to sales team members.
- Conducts high-volume outbound calls as part of focused campaigns for key business units. Prioritizes cross-sell and upsell opportunities during peak seasons to drive revenue growth and strengthen client relationships.
- Engages prospects through timely, professional email communications, ensuring responsiveness and delivering a high standard of client interaction throughout the sales process.
- Ensures the delivery of a consistent experience to prospects and clients in alignment with Compeer’s mission and vision.
- Continuously refines and enhances sales skills through ongoing training and development.
- Remains current on product details and program changes to maintain expertise.
- Monitors marketplace trends, developments, and competitive intelligence to inform sales approaches.
The skills and experience we prefer you have:
- Associate’s degree in business administration, finance, economics, agribusiness or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job; Bachelor’s degree in related field preferred.
- Experience in agribusiness/farming industry or similar experience in agriculture credit or closely related field, preferred.
- Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
- Strong communication skills both verbally and written in clear, concise and professional manner appropriate to any audience of the sales process externally and internally.
- High level of self-motivation and resiliency in order to complete demanding objectives for prospective and existing client interactions.
- Skill in developing and maintaining interpersonal relationships.
- High level of integrity.
- Strong decision making and organizational skills.
- Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
- Strong attention to detail.
- Flexible and adaptable to changing situations.
#IND100
How we will take care of you:
Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is de
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