Financial Sales Account Manager

Job Summary

To support a growing financial services team, the full-time Financial Sales Account Manager will review financial statements, assist clients with their financial situations, and maintain consultative relationships, all while working remotely.

Key responsibilities

• Review financial statements and credit reports to assess client eligibility
• Assist clients by gathering financial information and presenting suitable solutions
• Maintain ongoing relationships with customers throughout the enrollment process

Required qualifications

• 3 years of continuous sales experience, preferably in inside or phone sales
• Experience in commissioned sales with a proven track record of success
• Ability to build and maintain relationships with new and existing customers
• Experience in developing sales strategies for customer accounts
• BA/BS degree or equivalent is preferred but not required