POSITION SUMMARY:

As the nation’s largest and fastest-growing virtual accounting services firm, we are proud to serve small business owners across all 50 states. These services we provide to our customers are mandated in meeting their legal IRS requirements. Our sales team is composed of dedicated professionals who are not just selling products, but also building relationships. They serve as trusted advisors, helping small business owners navigate the complexities of accounting, tax, and financial planning. By providing tailored solutions and expert guidance, our sales team acts as a small business tax specialist empowering entrepreneurs to focus on what matters most—growing their businesses. Our commitment to delivering excellence through personalized service is what sets us apart and fuels our ongoing growth.

REQUIREMENTS:

• Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals. Call Center/Phone sales experience is preferred.
• Demonstrated ability to effectively connect with clients through phone presentations and cultivate strong client relationships.
• Consistent attendance and punctuality are essential, with a collaborator attitude and a willingness to embrace coaching for continuous improvement.
• Initiative-taking and goal-oriented with a drive to achieve sales targets.
• Demonstrated confidence in communication and decision-making, with the ability to assertively present ideas and solutions in a professional manner.

• Our sales representatives receive a high volume lead flow of qualified prospects daily from our contact center along with unlimited access to our database of prospects.
• Establish rapport with clients, thoroughly assess their business needs, and recommend the most suitable products to achieve their goals.
• Educate business owners using our proven sales script, offering valuable insights that align with their objectives.
• Commit to delivering outstanding customer service and follow-up, ensuring our clients receive the support they need.
• Effectively handle objections and utilize persuasive rebuttals to address client concerns, ensuring a positive outcome and advancing the sales process.
• Efficiently navigate CRM systems to provide seamless and effective consultations.