Remote Sales Consultant (Fintech)

TL;DR

Remote Sales Consultant (Fintech): Managing a high-volume pipeline of qualified leads to provide accessible tax and accounting solutions for small business owners with an accent on consultative sales and client relationship management. Focus on delivering high-impact product demonstrations and guiding entrepreneurs through professional financial service options.

Location: Remote (US). Must be based in one of the approved states: AL, AZ, CT, FL, GA, ID, IN, IA, KS, MD, MN, MO, NJ, NC, OR, PA, TN, TX, UT

Salary: $60,000–$120,000 (OTE)

Company

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

What you will do

• Proactively manage a high-volume pipeline of qualified leads and prospects.
• Deliver high-impact visual presentations and product demonstrations via Google Meet.
• Educate clients on the value of accounting and tax services using a consultative, empathetic approach.
• Strategically manage client relationships and follow-ups to advance the sales cycle.
• Utilize CRM systems and sales tools to efficiently manage pipeline and client information.

Requirements

• 2-4 years of sales experience with a proven track record of meeting and exceeding targets.
• Expert communication skills for building rapport via phone and video calls.
• Must be authorized to work in the United States; no visa sponsorship available.
• Must be based in one of the approved US states (AL, AZ, CT, FL, GA, ID, IN, IA, KS, MD, MN, MO, NJ, NC, OR, PA, TN, TX, UT).
• Ability to provide own hardware: Quad-Core CPU, minimum 16GB RAM, second monitor, webcam, and headset.
• Internet connection with minimum 25 Mbps download and 5 Mbps upload.

Nice to have

• Experience closing a high volume of high-ticket items.

Culture & Benefits

• Uncapped commission structure with significant upside potential.
• Comprehensive health benefits including medical, dental, and vision via Anthem BCBS.
• 401K with company match and vesting schedule (available after 6 months).
• Paid time off: 10 days PTO, 5 company holidays, and 2 floating holidays.
• Basic Life Insurance and Long-Term Disability coverage.
• Flexible, fully remote work environment.