In-Office Sales Representative (mid-September start date)

1-800Accountant

$60K — $200K *
Largo, FL 33771In-Person
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 2 years of sales experience with proven success in meeting sales targets.
  • Experience in a high-volume, phone-based sales environment is preferred.
  • Exceptional verbal communication to build rapport and convey complex information clearly.
  • Self-motivated, goal-oriented, and able to work independently with urgency.
  • Collaborative team player open to coaching and focused on continuous improvement.
  • Confidence in presenting solutions and making clear recommendations.

Responsibilities

  • Manage a high-volume pipeline of qualified leads from interested business owners.
  • Deliver engaging visual presentations and product demos via Google Meet.
  • Recommend and present tailored accounting and tax solutions for clients.
  • Educate business owners on the value of professional financial services through a consultative approach.
  • Collaborate with Client Success and Account Management teams for client satisfaction.
  • Efficiently manage client interactions and data in the CRM system.

Benefits

  • Comprehensive medical, dental, and vision insurance starting after 60 days.
  • 401(k) plan with company match available after 6 months.
  • Generous paid time off, including sick leave and paid holidays.
  • Company-paid basic life insurance and long-term disability.
  • Optional benefits available, including pet insurance.
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.

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.

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