Account Manager - Financial Sales
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At a glance
Job overview
ClearOne Advantange is hiring an Account Manager - Financial Sales. The Account Manager will engage with potential clients to understand their financial situations and present suitable solutions. This role involves reviewing financial statements and credit reports, maintaining consultative relationships, and executing orders using the company's systems. The ideal candidate is positive, motivated, and enjoys building relationships while helping people achieve financial independence.
Key focus areas include Review financial statements and credit reports to determine client eligibility, Receive inbound calls and applications from potential clients, and Assist customers by gathering information on their financial situation.
Successful candidates bring 3+ Years Sales Experience. Preferred (not required): Goal Oriented, Multitasking, Competitive, and Persuasive.
Skills & qualifications
Skills
Qualifications
Full job description
Job description –
About You:
You're a positive, motivated person seeking an opportunity with huge financial and career growth potential. You connect quickly with others, enjoy building relationships, appreciate variety in the work you do and the pure pleasure of helping people.
Why You?
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Goal Oriented – You have a sense of urgency in completing your assigned tasks
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Multitasking – You like working with multiple people with differing needs
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Competitive – You like to WIN!
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Persuasive – You can quickly engage strangers to align their need with our products/services
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Empathetic – You connect quickly to the needs of others and can adapt your presentation to match.
Why You'll love it here:
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Base wage (very competitive)
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UNCAPPED commissions paid monthly (top producers making over six figures)!
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INCENTIVES - gamification, contests in a casual and fun working environment
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Employee development, coaching and training
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The Industries best marketing/leads – NO cold calling!
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Work-life balance with a 40-hour work week.
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100% remote with all equipment provided.
What you'll be doing:
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Review Financial statements and credit reports to determine eligibility of clients
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Receiving inbound calls and applications from potential clients through a variety of marketing resources
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Assisting customers by gathering information on their financial situation and presenting possible solutions, including enrollment into our program
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Provide customers with accurate information regarding their financial analysis
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Maintaining a consultative relationship with the customer throughout the process
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You will gain expertise in alignment of clients' needs with the benefits of our program and how we accelerate their path to financial independence
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Execute orders using the company's central database and computer system
Are you Qualified? (We hope so!)
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3 years of continuous sales experience (inside/phone preferred but not required)
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Lending experience preferred but not required
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Commissioned sales experience - we want to speak with folks who want more than a base wage!
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Track record of success and top-ranking sales performance
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Maintain and build relationships with new and existing customers
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Review potential opportunities and develop sales strategies for each customer account
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Track record of maintaining, prospecting, and developing an account base
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Achieved BA/BS degree or equivalent (not required)
AAP/EEO Statement
ClearOne Advantage provides equal employment opportunity to all employees and job seekers without regard to race, color, religion, national origin, sex, age, disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other protected characteristic under federal, state or local laws.
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