Account Manager - Financial Sales

ClearOne Advantage, LLC; New York (NY); Remote; USD 50,000 - 100,000; Full time

Job summary

Join a leading consultancy firm specializing in financial solutions. As a remote Sales Representative, you will leverage your skills to connect with clients, review their financial situations, and provide tailored solutions to help them achieve financial independence. This role offers a competitive base wage, uncapped commissions, and a fun working environment—all while working from the comfort of your home.

Benefits

Competitive base wage

Uncapped commissions paid monthly

Employee development and coaching

Remote work with equipment provided

Work-life balance with a 40-hour work week

Qualifications

• 3 years of continuous sales experience (inside/phone preferred).
• Track record of success and top-ranking sales performance.
• Commissioned sales experience is preferred.

Responsibilities

• Review financial statements and credit reports to determine client eligibility.
• Receive inbound calls and assist clients by gathering information on their financial situation.
• Maintain a consultative relationship with customers throughout the process.

Skills

Goal Oriented

Persuasive

Empathetic

Multitasking

Competitive

Education

BA/BS degree or equivalent

Job description

Job description –

About You:

You’re a positive, motivated person seeking an opportunity with huge financial and career growth potential. You connect quickly with others, enjoy building relationships, appreciate variety in the work you do and the pure pleasure of helping people.

Why You?

• Goal Oriented – You have a sense of urgency in completing your assigned tasks
• Multitasking – You like working with multiple people with differing needs
• Competitive – You like to WIN!
• Persuasive – You can quickly engage strangers to align their need with our products/services
• Empathetic – You connect quickly to the needs of others and can adapt your presentation to match.

Why You’ll love it here:

• Base wage (very competitive)
• UNCAPPED commissions paid monthly (top producers making over six figures)!
• INCENTIVES - gamification, contests in a casual and fun working environment
• Employee development, coaching and training
• The Industries best marketing/leads – NO cold calling!
• Work-life balance with a 40-hour work week.
• 100% remote with all equipment provided.

What you’ll be doing:

• Review Financial statements and credit reports to determine eligibility of clients
• Receiving inbound calls and applications from potential clients through a variety of marketing resources
• Assisting customers by gathering information on their financial situation and presenting possible solutions, including enrollment into our program
• Provide customers with accurate information regarding their financial analysis
• Maintaining a consultative relationship with the customer throughout the process
• You will gain expertise in alignment of clients’ needs with the benefits of our program and how we accelerate their path to financial independence
• Execute orders using the company's central database and computer system

Are you Qualified? (We hope so!)

• 3 years of continuous sales experience (inside/phone preferred but not required)
• Lending experience preferred but not required
• Commissioned sales experience - we want to speak with folks who want more than a base wage!
• Track record of success and top-ranking sales performance
• Maintain and build relationships with new and existing customers
• Review potential opportunities and develop sales strategies for each customer account
• Track record of maintaining, prospecting, and developing an account base
• Achieved BA/BS degree or equivalent (not required)

AAP/EEO Statement

ClearOne Advantage provides equal employment opportunity to all employees and job seekers without regard to race, color, religion, national origin, sex, age, disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other protected characteristic under federal, state or local laws.