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Financial Sales Representative
$72k-92k (estimate)
Full Time 2 Weeks Ago
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1-800Accountant is Hiring a Financial Sales Representative Near Largo, FL

Our Company1-800Accountant is seeking an entry level Sales Representative to join our dynamic and successful sales team. We are the largest virtual accounting firm in the country and are in ultra-growth mode.
At 1-800Accountant, we believe in using business as a force for good. We are defining a new accounting services model to help business owners navigate the new economy. We combine technology with a dedicated accountant to serve the needs of start-ups, entrepreneurs, and small businesses by providing extraordinary service at an affordable price. Our team helps business owners focus on their passion for their business while helping them with their finances, creating a collaborative effort to help their business thrive.
Last tax season, our sales force achieved a CSTAT score of 4.7 out of 5.0 and we’re looking to rank even higher this year!
This is an in-office position Mon-Fri in our Largo, FL office.This PositionYou’ll spend your day calling entrepreneurs and small business owners and educating them on the world of small business taxes, taking the burden of accounting off them, and ultimately helping them get back to what they do best: running their business and making money.
Providing outstanding customer service is a critical part of this role and our proven script includes ample opportunity for you to build rapport, learn about their needs, and provide tailored recommendations. Our script will guide you through all aspects of learning about the business and its owner, as well as assisting you in providing the necessary information for their business to succeed.
You will be responsible for meeting and exceeding sales targets by proactively reaching out to potential customers and following up on leads.
Our TrainingWe provide a comprehensive training program that teaches you everything you’ll need to know when it comes to small business taxes. No certifications are required, but you will become a subject matter expert and a trusted advisor to those you speak with.
Qualifications
  • Demonstrated ability to build and maintain relationships with customers
  • Excellent communication and interpersonal skills
  • Strong negotiation and persuasion skills
  • Self-motivated and goal-oriented with a drive to achieve sales targets
  • Ability to work independently and as part of a team
  • Familiarity with CRM software and sales tracking tools is a plus
  • Sales experienced preferred
CompensationOur paid training offers a supportive new hire plan that will transition into a lucrative long term commission plan after 120 days.
Uncapped commission where successful sales closers are earning $100,000 - $200,000 per year and our top 20% are earning over $200,000 annually.
Benefits
  • Medical, Dental, Vision, FSA, Dependent Care
  • 401K with employer match
  • Upward mobility potential
  • Night and Weekends off
  • Flex schedules
  • Earn top money while also maintaining a great work/life balance
  • Collaborative and inspirational work environment
  • Join an engaging community of like-minded individuals
Diversity1-800Accountant is an equal opportunity employer and makes employment decisions on the basis of merit. 1-800Accountant’s policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on a perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.
#1-800AccountantS

Job Summary

JOB TYPE

Full Time

SALARY

$72k-92k (estimate)

POST DATE

06/07/2024

EXPIRATION DATE

12/02/2024

WEBSITE

1800accountant.com

HEADQUARTERS

New York, NY

SIZE

200 - 500

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The following is the career advancement route for Financial Sales Representative positions, which can be used as a reference in future career path planning. As a Financial Sales Representative, it can be promoted into senior positions as a Sales Manager - Medicare Products that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Sales Representative. You can explore the career advancement for a Financial Sales Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Sales Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Sales Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Sales Representative job description and responsibilities

Develop financial strategies and plans and recommend specific products to clients.

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Supervise all finance sales process and manage multiple responsibilities.

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Coordinate with other departments for the efficiency on all sales procedures and activities.

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They recommend financial services and products to meet client needs.

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They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Sales Representative jobs

Find an entry-level sales position.

02/25/2022: El Paso, TX

Proven experience working as a financial services representative.

03/10/2022: Mesa, AZ

Step 3: View the best colleges and universities for Financial Sales Representative.

Butler University
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