Financial Sales Representative Jobs

ATLAS Navigators, LLC

Location:
United States, Akron

Category:
Sales

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Financial Sales Representative plays a key role in driving new business and expanding client relationships across ATLAS’ service lines. This position focuses on developing qualified leads, nurturing relationships, and promoting our full range of financial and advisory solutions — including accounting, payroll, bookkeeping, investment advisory, insurance, and other client advisory services.

Job Responsibility:

Identify and develop new business opportunities through referrals, networking, and proactive outreach
Build and maintain a qualified sales pipeline across target markets, including small businesses, independent contractors, startups, and established organizations
Conduct discovery meetings to understand client needs and recommend appropriate ATLAS service solutions
Communicate the firm’s offerings clearly and effectively, including accounting, payroll, tax, and advisory services
Collaborate with accounting and payroll teams to ensure seamless client onboarding, including document coordination through PandaDoc
Manage and track all sales activity within HubSpot CRM, maintaining accurate records and providing updates to leadership
Represent ATLAS at community events, business expos, and networking groups to build brand presence and strengthen client connections
Partner with marketing on outreach campaigns, events, and educational workshops to attract and engage prospective clients

Requirements:

Proven experience in B2B sales, business development, or client acquisition — ideally within professional or financial services
Excellent communication, presentation, and relationship-building skills
General understanding of accounting, payroll, or bookkeeping concepts
Strong organizational and time management abilities with attention to detail
Self-motivated, results-oriented, and comfortable working both independently and collaboratively
Proficiency with Microsoft Office Suite and familiarity with professional networking platforms such as LinkedIn
Experience with CRM tools (preferably HubSpot) and digital document systems such as PandaDoc
Experience selling financial, payroll, or business advisory services
Familiarity with software such as QuickBooks, SwipeClock, or other accounting/payroll platforms
Knowledge of the Akron/Cleveland small business community
AA or Bachelor's Degree preferred
2–4 years of professional experience in a similar role is preferred

What we offer:

Medical, Dental, and Vision
GAP Benefits
Supplemental Benefits
Life and AD&D Insurance
Short- & Long-Term Disability Plans
401k with Company Matching
Bonus Structure
Flexible PTO with sick time
Incentive Program
Development Program
Company Wellness Program

Additional Information:

Job Posted:
December 06, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Financial Sales Representative