Offer summary
Qualifications:
Bachelor's degree in a relevant field or equivalent experience., Proven track record in consultative sales, ideally in the financial or tax industry., Existing relationships and networks with CPA firms and financial partners., Strong understanding of finance and tax principles., Excellent communication skills, both written and verbal..
Key responsabilities:
- Develop and execute innovative sales strategies to attract new clients and expand market presence.
- Cultivate relationships with CPA firms and financial partners for collaboration and business growth.
- Understand clients' needs, provide tailored solutions aligned with mission.
- Drive new client acquisition through proactive lead generation and pursuit.
- Utilize strong communication skills to build rapport and convey information effectively.