Account Sales Specialist
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Job Description
Remote Account Sales Specialist helping individuals and small businesses access personalized financial solutions. Managing client communications, recommendations, CRM records, and retention efforts.
Responsibilities:
- Proactively reach out to clients and handle inbound inquiries
- Discuss client goals and align solutions accordingly
- Provide clear explanations of services and next steps
- Track activity and maintain up-to-date records in CRM
- Support retention efforts through ongoing communication
- Help individuals and small businesses understand and access personalized financial solutions
- Manage inbound and outbound communications
- Offer thoughtful recommendations based on clients’ goals
Requirements:
- High school diploma or college degree preferred
- Prior experience in sales, lead generation, or customer service roles a plus
- Results and goal oriented
- Able to work independently in a remote environment
Benefits:
- Competitive base salary plus performance-based bonuses and incentives
- Comprehensive benefits package including medical, dental, vision, 401k, and paid time off
- Remote work environment with flexible scheduling options
- Ongoing training and support
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