Remote Financial Solutions Advisor

Tech Sales Jobs; United States; Remote; USD 40,000 - 64,000; Full time

Benefits offered by this job

Benefits package including medical,‑d​

Dental, vision, 401k and PTO

Job summary

Tech Sales Jobs is seeking a motivated Business Solutions Representative to work remotely, building relationships with individuals and businesses by offering tailored financial solutions that support their goals. You will identify potential clients, engage decision-makers, and deliver strategic guidance to drive value.

The role emphasizes ongoing onboarding and responsive client support, with opportunities for growth in a client-facing capacity.

Qualifications

• Proven ability to communicate clearly with clients and stakeholders.
• Strong interpersonal skills with the ability to build trust.
• Active listening to assess client needs and offer solutions.
• Self-motivated and results-oriented with a drive to grow.
• Experience in client-facing or consultative roles is advantageous.

Responsibilities

• Identify potential clients and assess their goals, challenges, and needs.
• Build lasting partnerships with decision-makers and key stakeholders.
• Stay current on trends, tools, and developments that may impact client strategies.
• Communicate with clients via phone, email, video calls, and online messaging.
• Recommend personalized financial solutions and services based on client feedback and data.
• Onboard clients smoothly and provide ongoing support.
• Collaborate with internal teams to continuously improve client experience.

Skills

Communication

Interpersonal skills

Active listening

Self-starter

Consultative selling

Education

High school diploma

College degree preferred

Job description

Tech Sales Jobs is seeking a motivated Business Solutions Representative to work remotely, building relationships with individuals and businesses by offering tailored financial solutions that support their goals. You will identify potential clients, engage decision-makers, and deliver strategic guidance to drive value.

The role emphasizes ongoing onboarding and responsive client support, with opportunities for growth in a client-facing capacity.