Accounting, Financial & Tax Services is a leading provider of comprehensive financial solutions for businesses and individuals. We are currently seeking an Inbound Sales Representative to join our dynamic team.

In this role, you will be responsible for handling outbound calls and converting them into sales opportunities. You will engage with potential clients, understand their needs, and provide them with the best financial solutions to meet their goals.

This is a fantastic opportunity for individuals who are passionate about sales and customer service, and who thrive in a fast-paced and target-driven environment. We offer competitive compensation and an ample opportunities for career growth and development.

Responsibilities

Respond to and follow up on inbound inquiries and leads in a timely and professional manner
Build rapport with potential clients by understanding their financial objectives and offering tailored solutions
Conduct needs assessments and determine the most appropriate financial products and services for each client
Collaborate with the sales team to meet and exceed sales targets
Maintain accurate records of customer interactions and sales activities
Provide exceptional customer service at every step of the sales process
Stay up-to-date with industry trends and competition to identify new sales opportunities

Minimum 2 years of experience in a sales, marketing or customer service role, preferably in the financial services industry
Proven track record of meeting and exceeding sales targets
Excellent verbal and written communication skills
Strong negotiation and persuasion skills
Ability to work well in a team-oriented environment
Proficient in using CRM systems and other sales tools
Knowledge of financial products and services is a plus
Bachelor's degree in business, finance, or a related field is preferred but not required
This can be a part time or full time role
Pay is $100-$300 per closed deal

Accounting, Financial & Tax Services remote jobs

Inbound Sales Representative