Sales Consultant (Accounting)

TL;DR

Sales Consultant (Accounting): Connecting small business owners with tailored accounting and tax solutions with an accent on consultative selling and high-volume pipeline management. Focus on delivering high-impact presentations via Google Meet and educating clients on the value of professional financial services.

Location: Largo, FL

Salary: OTE $60,000 – $200,000

Company

The nation's largest virtual accounting services firm providing accessible and affordable tax and accounting solutions for small business owners across the US.

What you will do

• Manage a high-volume pipeline of qualified leads from interested business owners.
• Conduct product demonstrations and visual presentations via Google Meet to drive engagement.
• Recommend tailored accounting and tax solutions based on client needs.
• Educate clients on the value of professional financial services using a consultative approach.
• Collaborate with Client Success and Account Management teams for smooth client transitions.
• Maintain accurate client records within the CRM system.

Requirements

• Minimum 2 years of proven success in a sales role meeting or exceeding targets.
• Experience in phone-based, high-volume sales environments.
• Strong verbal communication and rapport-building skills.
• Self-motivated with a strong sense of urgency and ability to work independently.
• Receptiveness to coaching and a continuous improvement mindset.
• Confidence in presenting solutions and making decisive recommendations.

Culture & Benefits

• Uncapped commission structure with transparent growth potential.
• Comprehensive medical, dental, and vision insurance options.
• 401(k) plan with company match.
• Generous paid time off, sick leave, and company holidays.
• Company-paid basic life insurance and long-term disability.