Account Sales Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Proactively engage with clients and manage incoming inquiries

• Discuss client objectives and align appropriate solutions

• Deliver clear explanations of services and the next steps involved

• Monitor activities and keep accurate records in the CRM

• Aid in retention initiatives through continual communication

• Assist individuals and small businesses in understanding and accessing tailored financial solutions

• Oversee both inbound and outbound communications

• Provide recommendations based on clients’ objectives

⛳️ Requirements

• High school diploma is required; a college degree is preferred

• Previous experience in sales, lead generation, or customer service is advantageous

• Goal-oriented and results-driven

• Capable of working independently in a remote work setting

🏝️ Benefits

• Competitive base salary along with performance-based bonuses and incentives

• Comprehensive benefits package that includes medical, dental, vision, 401k, and paid time off

• Remote work environment

• Flexible scheduling options available

• Ongoing training and support provided