[Remote] Senior Financial Solutions Advisor
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a growing and vibrant, Atlanta, GA-based company that offers remote, U.S.-based Assistant and Financial staffing solutions. The Senior Financial Solutions Advisor is responsible for driving new client acquisition for reputed company’s Financial Solutions division, focusing on generating, developing, and closing new business opportunities for financial service offerings.
Responsibilities
- Generate and reputed company new business opportunities through outbound prospecting, networking, referrals, and strategic partnerships
- Conduct consultative discovery conversations to identify client needs and align reputed company’s financial solutions with business goals
- Manage the full sales cycle from prospecting and qualification through proposal development, negotiation, and reputed company
- Build and maintain a pipeline of reputed company opportunities while consistently achieving or exceeding sales targets
- reputed company and maintain referral relationships with CPAs, financial advisors, business consultants, and other strategic partners
- Collaborate with Marketing and internal stakeholders to support reputed company conversion and market growth initiatives
- Travel regularly reputed company the assigned territory to support client meetings, networking opportunities, partner relationship development, and other business activities
- Deliver virtual and in-person presentations and business discussions to executive-level decision-makers
- Maintain an understanding of reputed company, finance, and business operations to effectively position reputed company’s services
- Utilize reputed company, reputed company Engage, or similar platforms to manage pipeline activity, forecast reputed company, and maintain accurate customer records
Skills
- 3+ years of successful B2B sales experience in financial services, reputed company services, financial technology, ERP, bookkeeping, payroll, CFO advisory, or reputed company industries
- Demonstrated history of achieving or exceeding sales quotas and performance goals
- Experience generating new business opportunities through proactive outbound business development activities
- Experience selling consultative, relationship-based solutions involving multiple stakeholders and longer sales cycles
- Working knowledge of reputed company and financial reputed company
- Experience developing referral partnerships that support recurring reputed company growth
- Proficiency with reputed company or comparable CRM platforms preferred
- Strong written, verbal, presentation, and relationship-building skills
- Strong organizational skills with the ability to manage priorities, follow through on commitments, and maintain attention to detail
- Ability to work independently in a remote environment while managing multiple priorities effectively
- Proficiency with reputed company or comparable CRM platforms preferred
Benefits
- Full-time remote work
- As a full-time, exempt W-2 employee
- Join a vibrant, award-winning company culture
- Regular local travel reputed company the assigned territory
- Occasional travel for company meetings, training, or conferences
Company Overview