Job Description
Williston Financial Group (WFG) is the Portland, Oregon-based parent company of several national title insurance and settlement services providers, including WFG Lender Services and WFG National Title Insurance Company. One of only six national underwriters, WFG achieved a national footprint faster than any title insurance provider in history. The WFG family of companies offers full-service title insurance and settlement services for use in residential and commercial mortgage and real estate transactions nationwide. For more information, visit www.WFGNationalTitle.com.
Job Purpose:
Responsible for assisting the Sales Representative with the day to day sales actitivities to include marketing and sales strategies, communications, and sales activities; both external and internal. Assists in the development and implementation of support materials and services for the Sales Representative. This role will allow the opportunity to gain first hand knowledge and experience in the Sales field with an experienced Sales Representative.
Essential Job Functions:
• Maintain Sales Representative’s schedule by planning and scheduling meetings.
• Ensure articulation of Sales Representative’s desired image and position, assure consistent communication of the Sales Representative’s image and position throughout the Sales Representative’s territory and organization, and assure communication of the Sales Representative’s image and position to all constituencies, both internal and external.
• Responsible for, design, production and distribution of all Organization publications supporting the sales representative.
• Assists with cause-related marketing and special events.
• Responsible for daily, weekly, and monthly activity and production reports for the sales representative
• Assists with Real Estate Market data and client target research, with cooperation from sales managers and sales representative.
• Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.
Knowledge, Skills and Abilities:
• Demonstrated skills, knowledge and experience in the design and execution of marketing and communications.
• Demonstrated ability to build relationships and work in a customer service oriented environment.
• Strong creative, strategic, organizational and personal sales skills.
• Experience overseeing the design and production of print materials and publications.
• Commitment to working with shared leadership and in cross-functional teams.
• Ability to manage multiple projects at a time.
Basic Qualifications:
• High school diploma or equivalent.
• Computer literacy in word processing, data base management and page layout.
• Strong Oral and written communication skills.
• Must successfully pass a criminal history background check.
Preferred Qualifications:
• Bachelor’s degree in business, finance or related field.
• Prior experience in Title Insurance/Settlement Services.
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, phones, photocopiers, filing cabinets and fax machines.
Physical Requirements/ADA:
No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility.
Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.
Job frequently requires sitting, handling objects with hands.
Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs.
Vision requirements: Ability to see information in print and/or electronically.
Position Type/Expected Hours of Work:
Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5 p.m. Part-time positions may be considered.
Travel:
Some travel is expected for this position.
