Virtual Sales Representative

Responsibilities

• Proactively manage a high-volume pipeline of qualified leads and prospects.
• Deliver high-impact visual presentations and product demonstrations via Google Meet to drive client engagement.
• Educate clients on the value of professional accounting and tax services through a consultative, empathetic sales approach.
• Strategically manage client relationships and provide exceptional follow-up to advance the sales cycle.
• Maintain proficiency with our CRM system and other sales tools to efficiently manage your pipeline and client information.
• Other duties as assigned.

Requirements

• A professional with 2-4 years of sales experience and a proven track record of meeting and exceeding sales targets.
• An expert communicator who is skilled at building trust and rapport with clients via phone and video calls.
• Highly disciplined, self-motivated, and goal-oriented with excellent time management skills.
• Comfortable and adaptable with new technology, using it to enhance your workflow and client interactions.
• A collaborative team player who thrives in a supportive environment and is open to coaching and mentorship.
• Nice to have: Experience closing high volume of high ticket items.

Qualifications

• Work Location: Remote
• Approved Remote Work States: AL, AZ, FL, GA, ID, IN, IA, KS, MD, MN, MO, NJ, NC, OR, PA, TN, TX, UT.
• Standard Operating Hours: 9:00am-5:30pm EST
• Training: Comprehensive training program for the first two weeks of employment
• Equipment: The company does not provide equipment for this role. However, we utilize Venn, a secure technology solution that creates a protected workspace on your personal device.

Skills

• Expert communication skills
• Proficiency with CRM systems and other sales tools
• Ability to manage a high-volume pipeline of leads and prospects
• Strong problem-solving and decision-making abilities
• Excellent time management and organizational skills

Benefits

• Basic Life Insurance
• Long-Term Disability
• Medical, dental, vision, and disability insurance options through Anthem BCBS
• Short-Term Disability
• Critical Illness
• Accident Insurance
• Flexible/Dependent Care Spending
• Health Savings Accounts
• Pet Insurance
• 401K: Available after 6 months of employment with a company match and vesting schedule.
• Paid Time Off (PTO): 10 days of PTO, 5 company holidays, 2 floating holidays and sick leave policies vary based on state-specific labor laws.

Pay

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 $120,000, with top performers exceeding this range.

Schedule

Standard Operating Hours: 9:00am-5:30pm EST

Benefits

• Basic Life Insurance
• Long-Term Disability
• Medical, dental, vision, and disability insurance options through Anthem BCBS
• Short-Term Disability
• Critical Illness
• Accident Insurance
• Flexible/Dependent Care Spending
• Health Savings Accounts
• Pet Insurance
• 401K: Available after 6 months of employment with a company match and vesting schedule.
• Paid Time Off (PTO): 10 days of PTO, 5 company holidays, 2 floating holidays and sick leave policies vary based on state-specific labor laws.