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Financial Services in Temple, TX


CORD Financial Services, LLC

Base Salary: At least $80,000
Total Comp: Not Listed
Industry: General
Benefits: Full
Customers: Medium
Car Allowance: No
Sales Cycle: Over 6 Months
Travel: Only in Territory
Location: Texas: Temple


CORD Financial Services, LLC is looking for Sales Manager to join their team in Temple, TX.    

The ideal candidate must be a self-starter, adaptive, demonstrate the ability to work independently and on a team, maintain a penchant for efficiency with accuracy, and operate in a fast-paced environment. 

At The Fikes Companies, our Mission is to build a highly successful company which our employees are proud of, our customers value, and the communities we serve can count on.

The Sales Manager is responsible for all customer retention activities within the independent merchant portfolio of contracts.  This includes managing contract compliance, renewals, change of ownership, and breach avoidance.    

The goals of the Sales Manager are to build strong customer relationships, loyalty and retention.

Independent Merchant Contracts Responsibilities:

    • Manages contract renewals and breach avoidances.
    • Develops new independent merchant business through customer referrals, direct mail campaigns, on-line bid solicitations, and cold calling.
    • Ensures customer contract compliance and responds to contract concerns both internally and externally.
    • Reviews contract data files to ensure all agreements are accurately recorded and tracked by term date.
    • Monitors contract ending term dates six months out and secures new agreements or formal extensions.
    • Plans and organizes personal sales strategy by maximizing the Return on Time investment for the independent merchant segment.
    • Handles all contract termination notices and potential breaches.
    • Secures new business and initiates the on-boarding process in conjunction with the customer account manager.

Customer Retention Responsibilities:

    • Develops and maintains in-depth knowledge of competitors operating in the marketplace.
    • Maintains regular contact and in-person visits to existing and prospective customers.
    • Develops clear and effective written proposals/quotations for current and prospective customers.
    • Partners with Account Managers to ensure the resolution of customer problems and complaints.
    • Coordinates sales efforts with marketing, sales management, accounting, operations and technical service groups.
    • Creates and manages a customer value plan for existing customers highlighting profile, share and value opportunities.
    • Supplies management with oral and written reports on customer needs, problems, interests, competitive activities, and potential for new products and services.
    • Keeps abreast of product applications, technical services, market conditions, competitive activities, advertising and promotional trends.
    • Promotes and sells ancillary products and services to existing customers through a relationship-based approach.
    • Participates in trade shows and conventions, as necessary.


  • Bachelor’s degree.
  • 5+ years’ experience in the financial services, banking, or other related service provider industry sector.
  • Must have experience selling B2B products or solutions.
  • Must be a results-oriented professional who can work independently and with a team.
  • Must have Intermediate to Advanced skills in MS Office Suite and CRM software.
  • Possess the ability to multi-task, prioritize, and manage time effectively.
  • Must have demonstrated professional communication and presentation skills.