Early Career Sales Representative (Fintech)

TL;DR

Early Career Sales Representative (Fintech): Managing warm leads and conducting product demonstrations to help small business owners find financial solutions with an accent on client relationship building and pipeline management. Focus on delivering high-impact visual presentations and converting qualified prospects into clients using CRM tools.

Location: Onsite in Largo, FL

Salary: Expected OTE $60,000–$200,000 annually

Company

The largest virtual accounting firm in the US, empowering small business owners through innovative digital accounting services.

What you will do

• Respond to a high volume of warm leads and connect with qualified prospects.
• Consult small business owners to identify their financial needs and propose suitable solutions.
• Deliver high-impact visual presentations and product demonstrations via Google Meet to drive engagement.
• Maintain strong client relationships and provide exceptional follow-up.
• Manage client information and sales pipelines using the CRM system.

Requirements

• Recent graduate or 1-2 years of experience in sales or customer service.
• Strong communication skills and comfort with phone-based interactions.
• Positive attitude, strong work ethic, and a desire to meet and exceed goals.
• Adaptability, openness to coaching, and eagerness to work in a team.
• Must be based in or able to work onsite in Largo, FL

Culture & Benefits

• Uncapped commission structure with a clear and transparent plan.
• Comprehensive medical, dental, and vision insurance starting after 60 days.
• 401(k) plan with company match available after 6 months of employment.
• Generous paid time off, paid sick leave, and paid company holidays.
• Company-paid basic life insurance and long-term disability.