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In Office Sales Representative

United States, Largo 60000.00 USD / Year · Job Posted May 29, 2026
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Job Description

We are seeking a results-driven Sales Consultant to join our dynamic team. In this role, you will act as a trusted advisor, connecting small business owners with the tailored accounting and tax solutions they need to succeed. This is a consultative sales position focused on helping small business owners and providing exceptional value.

Job Responsibility

  • Manage a high-volume pipeline of qualified leads, engaging with business owners who have expressed interest in our services
  • Deliver high-impact visual presentations and product demonstrations via Google Meet to drive client engagement
  • Leverage your expertise to recommend and present the most suitable accounting and tax solutions
  • Educate business owners on the value of professional financial services, using a consultative approach to address their concerns and build trust
  • Collaborate with our Client Success and Account Management teams to ensure a smooth transition and long-term client satisfaction
  • Accurately and efficiently manage all client interactions and information within our CRM system

Requirements

  • A minimum of 2 years of proven success in a sales role, with a track record of consistently meeting or exceeding sales targets
  • Prior experience in a phone-based, high volume sales environment is highly preferred
  • Excellent verbal communication skills with the ability to build rapport and articulate complex information clearly and professionally
  • Self-motivated and goal-oriented with a strong sense of urgency and the ability to work independently
  • Collaborative and receptive to coaching, with a continuous improvement mindset
  • Demonstrated confidence in presenting solutions and making decisive recommendations

What we offer

  • Comprehensive medical, dental, and vision insurance options
  • 401(k) plan with a company match and a clear vesting schedule
  • Generous paid time off, paid sick leave, bereavement leave, and paid company holidays
  • Company-paid basic life insurance, long-term disability
  • A variety of optional benefits including pet insurance
  • Health & Dental Insurance
  • PTO & Holiday Time Off
  • In-Office Perks

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