Inside Sales Representative

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:

This position offers a hybrid work option (up to 50% remote) and is based out of the WI-Sun Prairie office.

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 dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.