Outside Sales Representative - Accounting, Advising, Payroll

August 6, 2023

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Kaizen CPAs + Advisors

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Tax Planning • Payroll • Financial Planning • Bookkeeping • Consulting

51 - 200 employees

💸 Finance

Description

• Are you a motivated and ambitious sales professional looking for an exciting opportunity in the finance industry? • We are seeking a dynamic and results-driven Outside Sales Representative to join our team. • In this role, you will be responsible for selling our comprehensive range of accounting, advising, and payroll services to businesses of all sizes. • If you thrive in a fast-paced environment, enjoy building relationships, and have a passion for helping businesses succeed, then this is the perfect opportunity for you! • Our Outside Sales Representatives direct 2-3 sales leads daily with owners of small to medium-sized businesses with the goal of showing them the benefits of our accounting and payroll services. • You will be expected to handle all aspects of the sales process, including: prospecting, setting appointments, developing relationships, creating written proposals, presenting the proposals, and closing the sale. • The successful candidate is self-motivated, self-disciplined, and goal oriented. • He or she must demonstrate strong communications skills; in particular strong listening skills with the ability to uncover the real challenges the client is facing with his accounting and/or payroll services. • The successful candidate also displays an outgoing personality with expertise at developing relationships, particularly with business owners, presidents and CEO’s. • He or she must possess a strong results-oriented work ethic and sense of integrity, be professional, upbeat, enthusiastic, dependable and honest.

Requirements

• 3+ years of proven track record of success in B2B sales, preferably in the finance or related industry. • Self-motivated and target-oriented, with a drive to exceed sales goals. • Proficient with Microsoft Office products. • Excellent presentation and negotiation skills. • Ability to thrive in a fast-paced, dynamic environment. • Knowledge of accounting principles and payroll processes is a plus. • Bachelor's degree in Business, Finance, or a related field is preferred. • Willingness to travel within a 50 mile radius of your home

Benefits

• Competitive base salary with uncapped commission structure. • Comprehensive benefits package, including healthcare and retirement plans. • Ongoing training and professional development opportunities. • Collaborative and supportive work environment that values teamwork and innovation. • Opportunity to make a significant impact on the growth and success of our company.