In-Office Sales Representative (late July start date)

Responsibilities

• Manage a high-volume pipeline of qualified leads, engaging with business owners who have expressed interest in our services.
• Deliver high-impact visual presentations and product demonstrations via Google Meet to drive client engagement.
• Leverage your expertise to recommend and present the most suitable accounting and tax solutions.
• Educate business owners on the value of professional financial services, using a consultative approach to address their concerns and build trust.
• Collaborate with our Client Success and Account Management teams to ensure a smooth transition and long-term client satisfaction.
• Accurately and efficiently manage all client interactions and information within our CRM system.

Qualifications

• A minimum of 2 years of proven success in a sales role, with a track record of consistently meeting or exceeding sales targets.
• Prior experience in a phone-based, high volume sales environment is highly preferred.
• Excellent verbal communication skills with the ability to build rapport and articulate complex information clearly and professionally.
• Self-motivated and goal-oriented with a strong sense of urgency and the ability to work independently.
• Collaborative and receptive to coaching, with a continuous improvement mindset.
• Demonstrated confidence in presenting solutions and making decisive recommendations.

Compensation & Benefits

• Compensation: Base Salary: A competitive base salary, commensurate with experience. Commission: Uncapped commission structure with a clear and transparent plan, providing significant upside potential for top performers. Expected On-Target Earnings (OTE): The average OTE for this role is between $60,000 and $200,000, with top performers exceeding this range.
• Benefits: Health & Wellness: Comprehensive medical, dental, and vision insurance options are available starting the 1st of the month after 60 days of employment. Financial Wellness: 401(k) plan with a company match and a clear vesting schedule, available after 6 months of employment. Time Off: Generous paid time off, paid sick leave, bereavement leave, and paid company holidays. Additional Benefits: Company-paid basic life insurance, long-term disability, and a variety of optional benefits including pet insurance.