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 tailor solutions accordingly

• Provide clear explanations of services and outline next steps

• Monitor activities and keep accurate records in CRM

• Assist in retention efforts through continuous communication

• Aid individuals and small businesses in understanding and accessing personalized financial solutions

• Oversee both inbound and outbound communications

• Offer considerate recommendations based on clients' objectives

⛳️ Requirements

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

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

• Results-driven and goal-oriented

• 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

• Flexible work-from-home environment

• Options for flexible scheduling

• Ongoing training and support