Minimum 2 years of successful sales experience with a proven track record.
Experience in a high-volume, phone-based sales environment preferred.
Strong verbal communication skills for building rapport and conveying complex information.
Self-motivated and goal-oriented with a sense of urgency.
Collaborative mindset, open to coaching and continuous improvement.
Confidence in presenting solutions and making recommendations.
Responsibilities
Manage a high-volume pipeline of qualified leads from interested business owners.
Deliver impactful presentations and product demos via Google Meet.
Recommend tailored accounting and tax solutions based on expertise.
Educate business owners on the value of professional financial services.
Collaborate with Client Success and Account Management teams for client satisfaction.
Efficiently manage client interactions and information in the CRM system.
Benefits
Benefits start the 1st of the month after 60 days of employment.
Company-paid Basic Life Insurance and Long-Term Disability.
Optional medical, dental, vision, and various insurance options available.
401K with company match after 6 months of employment.
10 days of PTO, 5 company holidays, and 2 floating holidays.
Full Job Description
The Opportunity: We are seeking a results-driven Sales Consultant to join our dynamic team. In this role, you will act as a trusted advisor, connecting small business owners with the tailored accounting and tax solutions they need to succeed. This is a consultative sales position focused on helping small business owners and providing exceptional value.
This is an in-office position located in Largo, FL.
Job Type: Full Time
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:
Starting Pay: $20 per hour base rate + uncapped commission.
Earnings Structure: After an initial ramp-up period, compensation transitions to a forgivable draw structure, ensuring you have a consistent monthly floor while maintaining maximum upside.
On-Target Earnings (OTE): Most team members earn between $60,000 and $120,000 annually.
Performance Upside: Our commission plan is transparent and uncapped; our top performers consistently exceed the OTE range.
Benefits:
Eligibility: Benefits begin the 1st of the month after 60 days of employment.
Company-Paid Benefits: Basic Life Insurance and Long-Term Disability.
Optional Benefits: Various medical, dental, vision, and disability insurance options through Anthem BCBS, as well as Short-Term Disability, Critical Illness, Accident Insurance, Flexible/Dependent Care Spending, Health Savings Accounts, and 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.
