Finance sales consultant jobs near me - 408 jobs

Strategic Finance Associate
Menlo Ventures
Remote finance sales consultant job
About the Role Join Chime's Growth & Marketing Finance team as a Strategic Finance Associate, where you will support the Marketing function by driving expense forecasting, budgeting, and strategic initiatives across key areas such as Brand campaigns and partnerships, creative production and agencies, software tooling, and headcounts. This is a critical investment area at Chime, and this role offers high visibility and impact. You will help manage the marketing budget in close partnership with Marketing stakeholders, serving as a trusted thought partner to ensure forecasts are accurate, influence decision-making, and support Chime's broader financial strategy. We're looking for someone who is highly analytical, detail-oriented, and a clear, confident communicator with a strong bias toward action. You excel at building strong cross-functional partnerships, know how to balance precision with speed, and will play a key role in improving the accuracy and reliability of marketing expense forecasts over time. The base salary offered for this role and level of experience will begin at $105,000 and up to $145,000. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience. In this role, you can expect to: Develop, deliver, and maintain clear, insightful reporting that helps business leaders stay within budget and operate efficiently Own and continuously improve the budgeting and forecasting process, enhancing accuracy through strong modeling, disciplined assumptions, and process improvement Partner cross-functionally with Marketing and Finance stakeholders to support bottoms-up planning and strategic initiatives Build and maintain financial models and dashboards that provide data-driven insights and influence decision-making Continuously improve financial tools, processes, and operating cadences to support Chime's growth and enable smarter, faster decisions Leverage automation and emerging AI capabilities to enhance reporting, streamline workflows, and improve scalability To thrive in this role, you have: 4+ years of relevant experience in FP&A, Strategic Finance, investment banking, Big 4, consulting, or a related field, ideally within a high-growth technology environment Advanced Excel or Google Sheets skills, with hands-on experience building budgeting and forecasting models that enable business partners to make informed financial decisions Strong ability to work comfortably with large, complex datasets and translate them into actionable insights Demonstrated experience partnering cross-functionally-particularly with non-finance stakeholders-to influence decisions and drive outcomes High attention to detail and a strong ownership mindset, with the ability to manage multiple priorities and deliver accurate work in a fast-paced environment Clear and confident communication skills, with the ability to synthesize data into insights and recommendations for diverse audiences Experience with SQL, Looker, or other BI tools is a plus A little about us At Chime, we believe that everyone can achieve financial progress. We created Chime-a financial technology company, not a bank*-on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential. We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members. We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress. We know that to achieve our mission, we must earn and keep people's trust-so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall-our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential. Because if we don't-who will? *Chime is a financial technology, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC. What we offer for our full-time, regular employees 🏢 Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you're coming in regularly or is part of our fully remote program, you'll stay engaged with your work and teammates. ** 💻 In-office perks including backup child, elder, and/or pet care, plus a subsidized commuter benefit to support your regular commute ** 💰 Competitive salary based on experience ** ✨ 401k match ** plus great medical, dental, vision, life, and disability benefits 🏝 Generous vacation policy and company-wide Chime Days, bonus company-wide paid days off ** 🫂 1% of your time off to support local community organizations of your choice 👟 Annual wellness stipend to use towards eligible wellness related expenses 👶 Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents 👪 Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more. 🎉 In-person and virtual events to connect with your fellow Chimers-think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc., and delicious snack boxes, too! ** 💚 A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress ** ** Perks also available to Chime Interns. We know that great work can't be done without a diverse team and inclusive environment. That's why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals. Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact ******************. To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice. #J-18808-Ljbffr
$105k yearly 2d ago

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Sales Consultant II Framingham/Boston - Hiring Immediately
Guest Supply
Remote finance sales consultant job
Guest Worldwide is a global collective of dynamic, industry-leading companies with more than 40 years of unparalleled experience serving the unique needs of diverse markets in every corner of the world. From providing full-spectrum hospitality and distribution solutions at Guest Supply and manufacturing award-winning personal care amenities at Gilchrist & Soames, to manufacturing versatile and innovative product assortments that create smarter textile solutions at Manchester Mills, we're proud to provide products to more than 25,000 hotels in over 100 countries. Guest Worldwide is a wholly owned subsidiary of Sysco - an industry leading, global food and beverage distribution company, employing thousands of employees worldwide and home to the 13th largest sales organization in the world. The Sales Consultant is responsible for promoting the Company's products and services by building relationships with new and existing customers in order to become our customers' most valued and trusted business partner . This outside sales representative utilizes consultative selling techniques in order to maintain and grow sales of amenities, textiles, room accessories, paper, janitorial supplies, cleaning , FF&E and MRO products to hotels, management groups and/or additional markets within an assigned territory. The main focus of the Sales Consultant is to help the Company's customers succeed while achieving sales and profit goals established by the Company. Sales Consultants receive a base salary with an opportunity to earn quarterly bonuses based on KPI achievement. Responsible for maintaining and identifying new sales opportunities within prospective and existing accounts. Make sales calls and presentations to develop and maintain a solid customer relationship to increase sales and category penetration. Phocas, GForce and Salesforce.com) and sales training resources to effectively target new prospects and market growth opportunities. Continuously manage assigned accounts and take corrective action, as needed, to maintain and improve the overall customer experience. Regularly consult with assigned accounts as appropriate, including new products and services, company changes, holiday schedules, product pricing or information changes and new opportunities. Immediately notify management if an existing account is in jeopardy of discontinuing service or issues remain unresolved regardless of attempts to correct situation. Work with Accounts Receivable to ensure customers pay invoices within agreed upon terms. Regularly interact and communicate with various internal departments to provide vital information that may be necessary for servicing the customer. This may include advance notification to Merchandising of changes, increased or decreased product movement, new business, changes in proprietary product or other related information. Assist in the set-up of new accounts, including Customer Account Application (CAA), customer order guides, pricing, order schedules, files, etc. Coordinate with other departments as appropriate to meet or exceed customer expectations. Accurately forecast sales results and trends for a specific territory, group of accounts, etc. Bachelor's degree in Sales, Marketing or Business preferred. 3 - 5 years sales experience with proven record of sales success and history of accomplishments. ~ Experience in hospitality or supply/distribution sales preferred. ~ Experience in relationship sales managing new and existing customer opportunities and up-selling preferred. ~ Experience with trip planning, territory routing and account prioritization preferred. Ability to communicate clearly via email and phone and effectively present information and respond to questions from management and associates. Excellent organizational and project management skills, including planning, prioritizing and executing multiple initiatives autonomously while shifting priorities as necessary. Strong in person presentation, negotiation and closing skills with customers and prospects. Respond promptly to customer needs. Solicit customer feedback to improve service. React well under pressure. Demonstrate exceptional work habits, including punctuality and consistent attendance related to job role and customer and all company meetings, functions and conferences. Ensures work and customer requirements are covered when absent. Computer literacy, including familiarity in handling and maintaining a customer database and skills that include Microsoft Office 365 (Word, Excel, Power Point, and Outlook) and Internet navigation. Familiarity with analytical software tools and CRM systems. While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear. This position requires frequent travel to attend appointments, training sessions, staff meetings, company events and/or industry or vendor trade shows. May be required to utilize personal vehicle for business travel that may result in long periods of sitting. If working remote, must have reliable internet connection and required software to ensure timely communications. Also, have a dedicated workspace free of any distractions, including noise, to participate in customer or conference interactions in a business-friendly environment.
$48k-80k yearly est. 1d ago
SBA Banker III
Seacoast National Bank 4.9
Finance sales consultant job in Columbus, OH
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$38k-69k yearly est. 3d ago
Specialty Sales Consultant - Manhattan (Remote)
Jazz Pharmaceuticals 4.8
Remote finance sales consultant job
If you are a current Jazz employee please apply via the Internal Career site. Jazz Pharmaceuticals is a global biopharma company whose purpose is to innovate to transform the lives of patients and their families. We are dedicated to developing life-changing medicines for people with serious diseases - often with limited or no therapeutic options. We have a diverse portfolio of marketed medicines, including leading therapies for sleep disorders and epilepsy, and a growing portfolio of cancer treatments. Our patient-focused and science-driven approach powers pioneering research and development advancements across our robust pipeline of innovative therapeutics in oncology and neuroscience. Jazz is headquartered in Dublin, Ireland with research and development laboratories, manufacturing facilities and employees in multiple countries committed to serving patients worldwide. Please visit *************************** for more information. The Specialty Sales Consultant Neuroscience is responsible for direct promotion of Jazz Pharmaceuticals' products, and the development and management of business relationships with therapeutic specialists within an assigned geographical territory. The Specialty Sales Consultant (SSC) is an integral part of the commercial team that includes all personnel dedicated to the sales and marketing functions. The Specialty Sales Consultant will implement Jazz Pharmaceuticals' marketing strategies and marketing tactics to achieve short-term and long-term objectives. This position is within The Sleep Business Unit, reports directly to a Regional Sales Manager. Essential Functions/Responsibilities Educate physicians and other health care professionals about Jazz Pharmaceuticals products, providing the most current information about the approved indications for the company's products Achieve individual sales goals and Key Performance Indicators Participate in organizing and facilitating meetings for the exchange of medical and product information in line with the company's policies, regulatory and legal requirements Analyze business in their designated territory to understand prescribing and decision processes including any marked differences from national trends Utilize all available resources to educate and influence HCP and staff on products Help offices navigate the flow of the prescription from required REMS forms to insurance criteria to patient receiving the product. Prepare and execute a business and territory tactical plan for their assigned territory. Inclusive of cross functional partner collaboration. Establish and maintain strong relationships with physicians and other health care professionals identified in business plans Work with cross functional partners such as MSL, Managed Market and Access and Reimbursement teams to compliantly meet the needs of physicians, health care professionals, and patients Present a positive and professional image of Jazz Pharmaceuticals, and ensure activities are consistent with and enhance the company's ethical pharmaceutical marketing policies and procedures Comply with all legal/regulatory guidelines of the Food, Drug and Cosmetic Act, the Prescription Drug Marketing Act, the Pharma Code, OIG guidelines, and all other applicable federal and state regulations Perform all activities within allocated budget adhering to timely execution and reporting of these activities Required Knowledge, Skills, and Abilities Five years of pharmaceutical sales experience preferred. At least two years of specialist sales experience is preferred (i.e. sleep specialists, pulmonologists, neurologists, or psychiatrists) Current relationships with hospitals, sleep labs, neurologists, pulmonologists and sleep specialist within aligned territory preferred Hospital/Account based experience and closed access account navigation is preferred Sleep and Central Nervous System therapeutic sales experience is preferred Specialty sales and/or Orphan/rare disease therapeutic sales experience a benefit REMS/hub or central pharmacy experience helpful Buy and Bill experience is preferred/helpful Strong knowledge of product(s); competitor product(s); and applicable disease states desired Strong understanding of payer landscape, and the ability to discuss managed care criteria for a high value specialty product, desired Experience in the planning and execution of launch and push and pull through strategies of new products in a live and/or virtual setting Excellent communication skills, strong interpersonal skills, and strong planning and organizational skills are required Self-motivation and ability to excel in a team environment Required/Preferred Education and Licenses Four-year college/university degree or equivalent is required Post-graduate business school study, training is preferred Description of physical demands Frequent travel between meeting sites. Territory geography may require extended drive times, flights, and overnights stays. Company meetings may require flights and overnights stays Frequently operating an iPad, computer, printer, telephone and other similar office machinery. Frequent carrying of literature, food, or other materials to support offices during sales calls Description of Work Environment Frequent interactions with external contacts in their office environment with little exposure to excessive noise, dust, fumes, vibrations and temperature changes. Frequent computer laptop or tablet use in both live and virtual interactions. Responsibilities may require a work schedule that may include working outside of "normal" work hours, in order to meet business demands. Frequent public contact requiring appropriate business apparel and PPE's. Jazz Pharmaceuticals is an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any characteristic protected by law. FOR US BASED CANDIDATES ONLY Jazz Pharmaceuticals, Inc. is committed to fair and equitable compensation practices and we strive to provide employees with total compensation packages that are market competitive. For this role, the full and complete base pay range is: $120,000.00 - $180,000.00 Individual compensation paid within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, and other pertinent factors. The goal is to ensure fair and competitive compensation aligned with the candidate's expertise and contributions, within the established pay framework and our Total Compensation philosophy. Internal equity considerations will also influence individual base pay decisions. This range will be reviewed on a regular basis. At Jazz, your base pay is only one part of your total compensation package. The successful candidate may also be eligible for a discretionary annual cash bonus or incentive compensation (depending on the role), in accordance with the terms of the Company's Global Cash Bonus Plan or Incentive Compensation Plan, as well as discretionary equity grants in accordance with Jazz's Long Term Equity Incentive Plan. The successful candidate will also be eligible to participate in various benefits offerings, including, but not limited to, medical, dental and vision insurance, 401k retirement savings plan, and flexible paid vacation. For more information on our Benefits offerings please click here: .
$120k-180k yearly 3d ago
Private Banker - Private Banking COL - Columbus, OH
Wesbanco Bank Inc. 4.3
Finance sales consultant job in Columbus, OH
Back 1d Private Banker - Private Banking COL #31-8726 Columbus, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Henderson Rd. OH., Columbus, OH. Market Columbus Work Hours per Week 37.5 Requirements Minimum of 5 years of private banking, retail, consumer and/or commercial lending experience, with an emphasis on sales and business development, as well as trust, wealth management and/or brokerage experience. Bachelors' Degree in Business, Finance or Accounting is preferred. Formal credit training is preferred. Series 7 and 66 license is a plus. Job Description SUMMARY: In this position, you will be responsible for providing full-service banking to high-net-worth individuals. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. INTERPERSONAL SKILLS: Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Strong relationship management and business development skills. Excellent team player. ESSENTIAL DUTIES AND RESPONSIBILITIES: Meet the credit and depository needs of high-net-worth customers. Call on current customers and prospects to develop new business by promoting bank services and products. Cross-sell all other retail products as well as personal trust, investment management, investment products, financial and estate planning services. Represent the bank in civic, community, and industry function to network and develop additional business. Keep informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities. Assist less experienced staff with complex accounts and relationships (mentoring). OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Working knowledge of commercial lending, consumer lending and retail services as it relates to loan policies, documentation, underwriting, and regulatory guidelines. Working knowledge of account opening policies and procedures. Understanding of regulatory guidelines. Working knowledge of the loan application and loan approval process. Working knowledge of credit analysis and lending functions. Knowledge of financial ratios and business principles. Knowledge of financial planning. Familiarity with fiduciary principles and prudent investing concepts. Basic knowledge of income, estate and gift tax principles. Candidate with ties to the area or knowledge of the local market (preferred). Proficiency in Microsoft Office products including Word, Excel and Outlook. Full-Time/Part-Time Full-time Area of Interest Wealth Management All Locations Columbus, Ohio, United States
$40k-76k yearly est. 2d ago
Financial Sales Rep (Remote)
Holmes Investment & Accounting Services
Remote finance sales consultant job
SALES POSITIONS FILLING UP FAST! NO SALES EXPERIENCE NECESSARY! HIAC has teamed up with PFS to offer work from home positions. Primerica has a 46 year track record of providing middle income families with low cost high value term life insurance across all 50 states & Canada with the largest sales force in North America. This sales opportunity can be fully remote. Great for the stay-at-home career seeker. Full-time traveler friendly! More about the role: No prior experience in financial services is required. All required pre-licensing courses and required state licenses are covered by Primerica (Fingerprints required in some states). This is an opportunity to be trained to be an insurance sales agent or a field trainer of sales agents. Options to be a part time representative, a full time self employed agent, a recruiter/trainer of agents, or a builder of brokerages. No sales quotas enforced. Weekly extensive training provided & recommended via Zoom. The desired candidate is required to learn: ⁃ sales strategies ⁃ networking ⁃ recruiting ⁃ Online prospecting ⁃ overcoming objections ⁃ presentations ⁃ Field training ⁃ Developing/replicating systems ⁃ Use of Zoom Cloud Meetings The desired candidate can obtain the following skills: • Excellent written and verbal communication skills • Strong customer service skills • Thrive in a flexible environment • Entrepreneurial Mindset • Strong leadership and decision-making skills • Ability to develop, manage and drive growth • Goal Oriented Requirements: • Must be 18+ (This is a FEDERAL REQUIREMENT) • Must pass a criminal background check (No Felonies) • Must have access to reliable wifi • Must have access to Zoom Cloud Meetings • Any other material/equipment must be provided by agent as this is an independent contractor position, however tax write off advantages are available • Self Disciplined • Trustworthy Company provided: • - Paid training program • - State & Federal Licenses • - Part or Full time Flex options • - Commissions and Bonus Based Compensation Residual income, stock opportunities, & tax advantages available 1099 Independent Sales Contractor Position
$68k-102k yearly est. Auto-Apply 32d ago
Financial Sales Rep - Remote - Commission-based
Verisum
Remote finance sales consultant job
Note: This is a highly regulated industry, as such, applicants must be based in the United States. We help individuals and families take control of their finances through powerful, personalized strategies-far beyond traditional life insurance. Our firm specializes in advanced financial concepts such as: The Infinite Banking Concept Tax-Free Retirement Income Planning Annuity Solutions for Income & Asset Protection Accelerated Debt Payoff Strategies We are looking for a motivated individual who wants to build a flexible, fulfilling career where income has no ceiling-and success is based on effort, not office politics. Whether you're new to finance or looking for a fresh start in a meaningful industry, we provide full training, mentorship, and the tools you need to succeed. Work remotely, set your own schedule, and build a career that gives you freedom and purpose. What You'll Do Educate and consult with individuals and families on financial strategies including cash flow management, infinite banking, and retirement income planning Conduct virtual meetings to present tailored financial solutions Follow up with warm leads-no cold calling Guide clients through financial products like indexed universal life (IUL), annuities, term life, and debt payoff programs Use CRM tools to manage client relationships and track performance Participate in regular training sessions and mentorship calls What We Offer In-House Lead System: Get connected to individuals who have already requested information-no cold prospecting Remote Work + Flexible Schedule: Work from anywhere in the United States, on your terms Complete Training & Licensing Support: We provide resources and comprehensive training Mentorship from Top Producers: Learn the exact system used by top earners Advancement Opportunities: Manage a team and access leadership bonuses Compensation & Perks Full-Time (32-40 hrs/week): Common earnings $8,000-$20,000+/month Daily Pay: Commission-based compensation, paid directly by carriers Performance Bonuses: Incentives, profit-sharing, and all-expenses-paid travel to 5-star resorts Pay Raises every 2 months based on performance No caps on earnings Health insurance options available Qualifications Excellent communicator, especially over phone/Zoom Coachable, driven, and self-motivated Ability to build rapport and earn trust quickly Comfortable with remote tools (Zoom, CRM platforms) Life and Health Insurance License (or willingness to obtain) Why Join Us? Specialized Solutions = Greater Impact: You'll learn to deliver advanced financial strategies that most agents never touch-giving you a serious edge and creating lifelong client relationships. Proven System: Scripts, tools, mentorship, and marketing support provided. Supportive Team Culture: We work together, learn together, and win together. Unlimited Growth Potential: Want to build your own firm? We'll help you get there. A Few More Details This role is best suited for those who are self-directed, hungry to learn, and ready to grow personally and professionally. Success in this role depends on your ability to follow a proven system, take initiative, and serve clients with integrity. Ready to take control of your future and build a career that changes lives-including your own? Apply now and let's talk.
$46k-76k yearly est. Auto-Apply 47d ago
Education Sales Consultant (remote)
Crimson Education 3.7
Remote finance sales consultant job
Job Description Want to revolutionize the future of education and do meaningful work that transforms future generations' lives? EdTech company Crimson Education was founded in 2013 from the idea that through personalised education, we can transform students into the world leaders of tomorrow. Since then, we have rapidly grown a mission-driven team that is dedicated to building the education system for the 22nd century. Our network includes 2,400 tutors and consultants worldwide who work with over 20,000 students. Our global team is based in over 28 markets around the world, with the flexibility to structure how they work. We are a Great Place to Work certified company- USA where 88% of our team say they were made to feel welcome at Crimson and 91% say people care about each other here (we think that's pretty great)! In joining Crimson you will be surrounded by ambitious, likeminded people and be a part of a network which includes alumni from top institutions including Harvard University, Stanford Business School and many more! This is a full-time position, based in the U.S. The role is currently fully remote but may require occasional in-person meetings and events in the future. Sales Achieving agreed upon sales targets and outcomes Identifying and interacting with new potential Crimson customers Establishing rapport with parents and their student with an aim to communicate and showcase the benefits of working with Crimson Education above and beyond our competitors Conducting sales consultations and academic assessments in a professional manner and that aligns with the Crimson brand and culture Presenting and promoting Crimson products as per the company sales process to prospective families Establishing, developing and maintaining positive and professional customer interactions and relationships that leads to positive experiences and referrals Consistent and timely on boarding of new clients to the Student Success Manager team Contacting existing clients to inform and upsell them on new developments within Crimson's product offering. Expediting the resolution of customer problems and complaints to maximize satisfaction Continuously improving sales techniques and enhancing industry knowledge Hosting or attending some sales oriented marketing events (mostly online) when necessary Maintaining effective communication with the Accounts team to ensure timely payment of accounts Providing feedback and suggestions on how to improve sales processes Being a proactive contributor to a generous, close-knit high performing team Qualifications: A Bachelor's degree in sales or business or and education oriented field and/or equivalent job experience in sales with a preference for experience in the education space A clear understanding of sales fundamentals Strong communication skills and customer rapport building Time management skills and ability to adapt to work on a fully remote team that's situated across all four US time zones Excellent interpersonal and presentation skills; experience speaking or presenting in front of large groups a plus Knowledge of the US college admissions process and competitive Ivy League landscape a plus Knowledge of CRMplatforms such as salesforce a plus Why work for Crimson? Flexible working environment, you will be empowered to structure how you work Option to work from our many locations/remotely around the globe (role dependant) with us! Limitless development and exposure- our internal promotions/role changes made up 33% of all recruitment last year. $1,000 training budget per year- we love to level up! Psychologist on staff Impressive fireside chats and workshops to help the team continuously level up Radical Candour is a feedback approach we live by We're a global player with 28 markets (and growing) across the globe! If you're passionate about education and people and looking for a fast-paced, collaborative environment, and want to work with cutting-edge technology then we'd love to hear from you! Please keep an eye on your spam / junk email folder for correspondence from Team Tailor. This is a remote position, please only apply to one of the positions listed with this title in the West Coast of the USA.
$57k-100k yearly est. 19d ago
Associate Lab Sales Consultant, Zahn - Baltimore, Maryland
Henry Schein 4.8
Remote finance sales consultant job
The Associate Lab Sales Consultant is responsible for growing sales across the Zahn Dental product portfolio, with a focus on denture teeth, merchandise, digital materials, printing resins and denture materials within an assigned territory. The year-to-year focus and strategy will be directed by the company; however, the general strategy is to acquire new customers, while driving same-store growth with existing customers. ***Please note that this position will be covering a territory that includes Maryland, Delaware, District of Columbia, Virginia and West Virginia*** KEY RESPONSIBILITIES: Achieve assigned Sales and Gross Profit (GP) goals by actively participating in and executing key sales initiatives and programs. Proactively lead sales activities within the territory by identifying new sales and business opportunities. Focus selling efforts on proactive dental lab account engagement across consumable merchandise, denture teeth, digital materials, printing resins and other denture solutions. Serve as a lead generator for high technology lab equipment and partner with High Tech Specialist to drive technology adoption. Execute face-to-face contact with dental laboratory customers including prospecting, high technology lead generation, account management, and business reviews. Actively seek new sales opportunities through cold calling, networking, and social media. Plan, organize, and implement effective sales strategies using company programs, tools and initiatives to increase market share in lab consumable products and equipment. Utilize key tools such as BI-driven customer analytics, Customer Relationship Management (CRM) and value-added customer education and technical support resources. Attend all sales meetings, dental lab and dentist conventions, seminars, internal training programs, and industry events as instructed by Director of Sales. Support the promotion of sales to drive attendance and build deeper customer relationships. Proactively develop, manage, and execute profitable sales opportunities within each account. Create and maintain customer-specific business development plans through ongoing discovery. Partner with Tele-sales and Hi-Tech team members to maximize opportunities within each account. Drive leads across all Zahn product categories Act as a liaison between the customer and technical support team to ensure timely issue resolution. Leverage vendor resources to uncover new opportunities and close sales. Drive company initiatives and execute KPIs to established standards to drive sales growth and market share. Perform at company indicated minimum standards to grow sales and market share. Participates in special projects and performs other duties as required. WORK EXPERIENCE: Typically 0 to 3 of professional sales experience. Some sales experience preferred. Dental or Lab sales experience preferred. PREFERRED EDUCATION: Typically a Bachelor's Degree or global equivalent in related discipline. Master's degree or global equivalent a plus. May hold one or more industry certifications. GENERAL SKILLS & COMPETENCIES: Proactive customer prospecting and engagement Proactive sales closer who seeks new and expanded business opportunities Active learner who seeks to grow skills and product knowledge Strong planning/organizational skills and techniques Strong decision making, analysis and problem-solving skills with ability to multi-task Excellent verbal and written communication skills Strong interpersonal skills Willingness to learn new products, techniques and skills Active learner who seeks solutions from internal and external resources Good negotiating skills SPECIFIC KNOWLEDGE & SKILLS: Required: Excellent verbal & written communications skills required. Ability to communicate effectively with decision makers Problem resolution and negotiation skills Proficiency in Microsoft Word, Excel, and PowerPoint Demonstrates a proactive professional sales process applicable to the role. Preferred: CRM experience TRAVEL / PHYSICAL DEMANDS: This position requires extensive travel and a willingness to engage customers at their locations. The TSM will be working in and at home office environment, utilizing typical office equipment. It will also require significant air/train/car travel across the United States depending on the locations of the customers and/or events, trade shows, company meetings. Travel requirement will be minimally 80%. The posted range for this position is $50K-65K which is the expected starting base salary range for an employee who is new to the role to fully proficient in the role. Many factors go into determining employee pay within the posted range including education, prior experience, training, current skills, certifications, location/labor market, internal equity, etc. At the time of this posting, this position is eligible for a commission not reflected in the posted range subject to the achievement of the plan. Other benefits available include: Medical, Dental and Vision Coverage, 401K Plan with Company Match, PTO [or sick leave if applicable], Paid Parental Leave, Income Protection, Work Life Assistance Program, Flexible Spending Accounts, Educational Benefits, Worldwide Scholarship Program and Volunteer Opportunities. Henry Schein, Inc. is an Equal Employment Opportunity Employer and does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status. Henry Schein, Inc. is an Equal Employment Opportunity Employer and does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status. For more information about career opportunities at Henry Schein, please visit our website at: *************************** Fraud Alert Henry Schein has recently been made aware of multiple scams where unauthorized individuals are using Henry Schein's name and logo to solicit potential job seekers for employment. Please be advised that Henry Schein's official U.S. website is ******************* . Any other format is not genuine. Any jobs posted by Henry Schein or its recruiters on the internet may be accessed through Henry Schein's on-line "career opportunities" portal through this official website. Applicants who wish to seek employment with Henry Schein are advised to verify the job posting through this portal. No money transfers, payments of any kind, or credit card numbers, will EVER be requested from applicants by Henry Schein or any recruiters on its behalf, at any point in the recruitment process.
$50k-65k yearly Auto-Apply 5d ago
National Events Verizon Sales Consultant
Cellular Sales 4.5
Remote finance sales consultant job
Cellular Sales National Events Verizon Sales Consultant Average Reps $80,000 and Top Reps $125,000 Cellular Sales is Growing! Are you determined to grow your job into a career, in a fast-paced thriving environment? Do you enjoy travel and working in a trade show environment across the country? Cellular Sales is the one, a company that provides a rewarding career with a family atmosphere. You bring the desire to achieve and an exceptional attitude. Cellular Sales will provide benefits, development, and a culture that values diversity and inclusion. Are you ready to take control of your income and represent the best? We're Verizon's premier retail partner and have received multiple Agent of the Year awards. With nearly 800 stores across 40 states, we have a 30-year reputation for providing unmatched in-person customer experiences. We're always expanding and looking for smart, driven, positive people to join our team of 7,000+. Why Join Cellular Sales Our national events wireless sales consultants help others connect, work, watch, game, and stream with the latest devices. We partner with our customers to find the best Verizon plans and services for their needs while expanding their ability to stay connected. We listen to their concerns, and make sure they leave informed and satisfied with their visit. For the communities we serve, we get to actively build relationships and trust. What We Offer We give you the tools and support to succeed, along with great incentives to perform well and continue improving. Here's what you'll get when you join us: * Life-Changing Income: The highest commissions in the industry * First rate health benefits: Including health/vision/dental, and life insurance. * Security for your future: 401(k) with ROTH option to save for retirement. * Performance Incentives: Top performers receive trips, gifts, and prizes. * Growth and Development: Gain invaluable knowledge, insight, and mentorship from our experienced sales leaders * Advancement Opportunities: We promote from within and encourage growth * Outstanding Company Culture: A healthy community that fosters collaboration and mutual success * Community Involvement: Impact the lives of people where you live through local events and volunteering Responsibilities As a Verizon Sales Consultant on our national events team, you will service the customer's needs, make recommendations based on their specifications. This position involves regular company-sponsored travel, averaging two weeks per month. Candidates should be willing and able to travel as an essential component of the role. * Develop new consumer and business accounts * Provide outstanding service during and after the sale * Recommend changes in products and services * Stay current on the newest technology products and services Why You * You recognize that effort and attitude, not luck or chance, influence your success the most. * You've never met a stranger and thrive on meeting new people. * You enjoy assertively soliciting interest from potential customers about current promotions and educating them on options that best meet their technology needs. * Your lifestyle allows you the freedom to travel throughout the country as needed. * You're able to assist in the set up and tear down of selling station areas including moving tables, banners, boxes, computers, product, and other miscellaneous items. * You want uncapped earning potential balanced with flexible scheduling. * You enjoy individual competition balanced with team goals. * You want career advancement and ongoing sales training opportunities that further develop you personally and professionally. * You want group medical/accident/life insurance and 401k/HSA options. What We Are Looking For * Driven, enthusiastic people with a positive attitude * Willingness to learn and utilize proven techniques to grow your business * Effective verbal, written, and interpersonal skills * Self-motivated to successfully manage responsibilities * Strong negotiating and follow-up skills * Understanding of new technology products and services The National Events Team is a great opportunity for the savvy sales veteran or a less experienced person with an outgoing personality and strong drive to succeed. If you're known for having a great attitude and work ethic and are looking for a career in technology sales, let's talk. Opportunity awaits, apply today! Internal Use Only #LI-CSOK
$80k-125k yearly Auto-Apply 16d ago
Financial Clearance Rep - Rehab Services
Fairview Health Services 4.2
Remote finance sales consultant job
We are seeking a financial clearance rep (FCR) to join our rehab services team! The FCR must be able to effectively articulate payor information in a manner such that therapists, patients and families gain a clear understanding of financial responsibilities.The FCR will be responsible for completing the insurance and benefits verification to determine the patient's benefit level for outpatient therapy services including physical, occupational, speech, cardiac, pulmonary, and hearing aids/audiology. They will obtain benefit levels, screen payor medical policies to determine if the scheduled procedure meets medical necessity guidelines, submit and manage referral and authorization requests/requirements when necessary, and/or ensure that pre-certification notification requirements are met per payor guidelines. They will provide support and process prior authorization appeals and denials, when necessary, in conjunction with revenue cycle and clinical staff. The FCR makes the decision when and how to work with providers, clinical staff, insurance payors and other external sources to assist in obtaining healthcare benefits. * FTE 1.0, authorized for 80 hours per pay period. * Schedule: Monday-Friday, 8:30am - 5:00pm. * Remote position. * Full benefits such as medical, HSA, dental insurance, vision insurance, 403b, PTO, health & wellbeing resources, Health & Wellness funding, and more! M Health Fairview Rehabilitation offers a broad range of services that serve patients across 10 acute-care hospitals, 3 post-acute settings and 70 outpatient adult and pediatric therapy clinics. Consisting of Physical, Occupational and Speech Therapy as well as Audiology and Cardiac & Pulmonary Rehab, our therapists collaborate with colleagues in all medical settings and offer dozens of specialty programs. As an academic health system with residency and fellowship programs and a rehab-focused clinical quality team, we have a collaborative culture that is centered on learning with an emphasis on evidence based, patient-centered care. Rehab's continuing education program offers continuing education courses per year at no cost to employees. Responsibilities * Practice excellent telephone etiquette and active listening skills. * Identify insurances for all new patients that require information/notification from the site for new, continuing, and observation patients. * Document and track all communication with insurers, clinic staff, and patients. * Document each step taken in the process of acquiring benefits, prior authorization, or confirmation compensability determination. * Document pertinent information for therapist use in contacting insurance carrier if further authorization is necessary. * Enters referrals with all pertinent information into Epic referral entry. * Initiate process to establish company account for worker's compensation patients and all other insurances as needed. * Informs patients/clinic/caregiver of denials by insurance companies when pre-authorizing services. * Contact patients with insurance issues such as termed insurance. * Develop a list of key contacts at insurance companies and develop positive working relationships to facilitate ability to retro-authorize claims and increase reimbursement. * Assist in training new insurance staff * Acquire insurance referrals from PCC, if required by insurance. * Submit appeals to insurances for prior authorization, if needed. * Incorporate new changes in insurance verification and adapt to changes in volume of workload. Required Qualifications * 1 year experience in insurance verification/eligibility, financial securing, prior authorization, or related areas. * Experience with electronic health record software. Preferred Qualifications * Associate of Science * Vocational/Technical Training * Epic experience * Insurance/benefit verification experience * Referrals and/or prior authorization experience * Knowledge of medical terminology and clinical documentation review * 2 years of experience working insurance/benefit verification, financial securing, or related areas using an EHR in a healthcare organization * Knowledge of computer system applications, including Microsoft Office 365 Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ***************************************************** Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored. EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
$27k-45k yearly est. Auto-Apply 8d ago
HVAC Sales Consultant
Logan A/C & Heat Services 3.8
Finance sales consultant job in Columbus, OH
Sales Consultant Columbus, OH 43204 Why Choose Logan? Logan A/C & Heat Services is an incredibly successful HVAC company with a huge passion for our people. We are a value-based, people-first organization, and we are proud of the culture we provide our employees. Our success starts with our employees walking through our doors every single day, loving what they do. We are the largest volume Trane dealer in the United States, and that doesn't happen without the hardworking, innovative, and committed employees on our team. We focus on quality customer service, continuous opportunities for career advancemen,t and a work-life balance that allows you to build a life that you love. Do you want to thrive within our fun, family spirit culture? We're looking for driven and like-minded individuals to join our team and look forward to talking with you soon! The ideal candidate is goal-oriented, has a strong sales background, a professional appearance, can communicate with customers effectively, strong attention to detail, and has demonstrated HVAC selling success. Ability to earn up to $250k per year in addition to monthly/quarterly bonuses. Comprehensive HVAC training provided if needed. Job Requirements: In-home sales experience Demonstrated success in a sales role Ability to work a flexible schedule, including nights and weekends Ability to manage own time Adhere to business ethics codes Relationship and network-building skills Experience Preferred Bachelor's degree Product Knowledge in Trane, Rheem, and Mitsubishi Logan Services has won multiple awards and certifications including an A+ Better Business Bureau Rating, Mitsubishi Electric Diamond Contractor ELITE, Trane Comfort Specialist, Best Of Dayton 2016-2019, CBUS Top Picks 2016-2021, Best of the North Cincinnati 2018 and 2020, Best Contractor To Work For 2013, Trane SOAR Award 2008, 2015, and 2018, 2016 Top Trainer Award - HVACR News Magazine, Angies List Super Service Award since 2008, Inc., Best of Home Advisor, Fastest Growing Private Companies 2014, Best HVAC Professionals in Dayton, Consumers' Choice Awards and many more! Our PARTE Values: P - People First - We believe every person matters. We lead with respect, compassion, and care- for our team, our customers, and our communities- because people are the heart of everything we do. A - Agile - We are responsive and embrace change with courage and creativity, with speed, purpose, flexibility, and forward thinking; we turn challenges into opportunities. R - Radical Ownership - We rise to every challenge by taking full responsibility for our actions, decisions, and outcomes. We don't just point to problems-we become the solution. T - Teamwork - We lift each other up and win as one. Through trust, collaboration and open communication, we achieve more- delivering the best for our customers, our company and each other. E - Excellence - Good enough is never enough. We strive for greatness in everything we do, fueled by passion and a commitment to exceed expectations every step of the way. We look forward to speaking with you about our career opportunities at Logan Services! Logan Services Inc. offers Equal Employment Opportunity to all applicants.
$50k-86k yearly est. Auto-Apply 40d ago
Sales Consultant
Lifestyle Communities, Ltd. 4.2
Finance sales consultant job in Columbus, OH
About Lifestyle Communities Lifestyle Communities (LC) is known for transforming the way people live through innovative design, vibrant neighborhoods, and a people-first approach. While LC has long been recognized as a leader in apartment living, we are re-emerging as a dynamic force in the for-sale homebuilding space. This is an opportunity to join a fast-growing division backed by a proven brand, established product, and big vision for the future. The Opportunity We are looking for an experienced, relationship-driven, tech-savvy New Home Sales Consultant who can hit the ground running. This is not an entry-level role. This is for a high-performer who knows the Columbus market, understands how to create urgency and excitement around a new brand presence, and thrives in a fast-paced, entrepreneurial environment. What You'll Do Sales Leadership * Drive consistent sales to meet or exceed division goals * Manage full sales cycle from first interaction through closing * Create strong community awareness by leveraging agent relationships, networking, and local partnerships * Deliver an exceptional customer experience rooted in empathy, responsiveness, and professionalism Community & Product Expertise * Become the expert on LC's homes, finishes, community amenities, HOA details, and competitive advantages * Stay informed on construction progress and proactively communicate updates to buyers * Conduct community walk-throughs and ensure every home shows beautifully Lead Generation & Relationship Building * Build and grow a strong Realtor network * Prospect daily and maintain an organized follow-up system * Convert digital leads through timely outreach Market Knowledge & Strategy * Perform regular competitive shops and maintain awareness of local pricing and trends * Provide valuable field insights to leadership * Support strategic decisions around pricing and inventory Contracting & Transaction Execution * Write accurate, compliant contracts and manage each sale through close * Coordinate with lenders, title, operations, and field teams What We're Looking For * Proven success in new home sales or residential real estate * Strong familiarity with Columbus market dynamics * Tech-forward approach with CRM and digital tools * Strong communication and relationship-building skills Minimum Requirements * Prior new home sales or real estate experience * Weekend availability * Professional appearance * A license is not required; LC can hold a license for the right candidate Why This Role Is Different Lifestyle Communities is not traditional homebuilding. We operate with a modern brand, a loyal renter audience converting to buyers, strong product design, and an expanding for-sale division. What Success Looks Like * Hitting sales goals * Building strong relationships * Elevating LC's brand presence * Delivering an exceptional buyer experience Ready to Build Something New? If you are energized by growth, innovation, and the chance to directly impact a company's trajectory, we'd love to talk. Lifestyle Communities (LC) is an Equal Opportunity Employer.
$47k-77k yearly est. Auto-Apply 8d ago
Workforce Benefits Sales Consultant - Broker Distribution (Southern Florida)
Pacific Life 4.5
Remote finance sales consultant job
Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life's efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of Southern Florida. As Sales Representative, Broker Distribution you'll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives. Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel. You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role will align with other Workforce Benefits Distribution resources to educate the Broker and GA marketplace around Pacific Life's Group Benefits value proposition and meet collective sales goals. You will report directly to the Regional Sales Manager VP of Broker Distribution. How you'll help move us forward: Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives. Meet annual sales goals as established by the RVP of Broker Distribution. Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community. Continually work to strengthen, deepen, and grow broker relationships. Execute appropriate number of broker meetings per week with assigned brokers. Drive a pipeline of appropriate number of RFP's per month. Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market. Demonstrate proficiency in the group products sold by Pacific Life. Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships. Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives. Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making. Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities. Perform other job-related duties or special projects as required. The experience you bring: 5+ years' experience in group benefits sales with an established presence in the broker marketplace College degree with concentration in business management, finance, or risk management or equivalent work experience is required. The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy. An entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry. Ability to seek opinions of others, process feedback and take smart risks. A high degree of integrity and able to act in a transparent and consistent manner while always taking into account what is best for the organization. Self-reflective and aware of his/her own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement. Mindset to enable breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches. What makes you stand out: Strong performance orientation and drive for results Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders The base salary for this position is $75,000. In addition, this role is eligible for incentives based on sales performance. You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife #LI-AS1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
$75k yearly Auto-Apply 10d ago
NEW HOME SALES CONSULTANT
Fischer Roofing 4.6
Finance sales consultant job in Columbus, OH
As a Sales Counselor in our Columbus Division, you will work one on one with home buyers as they search and purchase the home of their dreams from one of our master-crafted floor plans. One of the most rewarding parts of this role is the ability to ensure customer satisfaction and experience through the new home build process by prospecting, educating, and setting proper expectations for the build experience. You will thrive in this role if you: Enjoy prospecting, presenting to, listening to, and closing our home buyers. Possess a persuasive communication style to obtain buy-in from customers. Navigate a great deal of change, pressure, and shifting priorities to accomplish your goals. Desire to connect and build valuable relationships with new individuals frequently. Will work weekends with consistent 2 weekdays off. These skills will be used to: Develop and execute a proactive prospecting, follow-up, and marketing plan. Lead the customer through the sales process from initial contact to contract by understanding and selling to their needs. Sets proper expectations and manages customers' process and paperwork from initial contract through closing including all financial documentation, designs, and construction meeting. Achieve a high level of customer satisfaction Meet and exceed sales goals on a monthly and annual basis Financially qualify prospects and consult with lending institutions to complete the sales process. Preferred Qualifications: Bachelors Degree with a concentration in Marketing, Communications, Business Administration, or Psychology. Physical demands and overall work environment: Must be able to sit or stand for long periods of time and walk on various types of terrain, including uneven surfaces, construction sites, and residential properties that may have mud, ruts, etc. Must be able to utilize sensory skills (i.e. verbal communication) and technology (i.e. cellphone) to effectively communicate with other Associates and customers. Must be able to perform movements such as bending, stooping, reaching, pushing, grasping, etc. Must have the ability to climb permanent stairs, temporary stairs, and ladders. Must have the physical strength and stamina to perform tasks such as lifting approximately 50 lbs. unassisted throughout the workday. Must be able to endure and be exposed to different types of conditions, including weather (heat, cold, rain, ice, etc.) and substances such as dust, dirt, and fumes. Must be able to properly use and wear protective gear provided including but not limited to hard hat, safety glasses, gloves, steel toed shoes, etc. The Value of a career with Fischer Homes Fischer Homes is one of the largest and most reputable home builders in the Midwestern and Southeastern states. Founded in 1980, the company has grown to build over 40,000 homes and employs over 700 Associates. Fischer Homes' solid reputation has been built largely by the talent of our Associates as we have been recognized as the 32nd largest builder in the United States. We value diversity within the Fischer Homes organization and see each Associate as a team member and valuable asset. We select highly competent individuals to join our team, provide them with the resources, training, and development possible to make significant contributions and drive their success while determining their career paths. The rewards for their efforts are: Professional Development Training programs Tuition Reimbursement Competitive Compensation 401(k) with Company matching contributions and profit-sharing Employee Life Insurance Personal time off Inclusive Leave Fischer Homes holds the highest ethical standards of business. We are honest and straightforward and will stand by our word. Our actions demonstrate respect, courtesy, and above all, fairness.
$52k-83k yearly est. Auto-Apply 18d ago
Flex Sales Fair Consultant - Work from Home
Scholastic 4.6
Remote finance sales consultant job
Scholastic Book Fairs are wondrous in-person experiences that empower kids to discover books for themselves. Taking place in schools and rooted in Scholastic's greater mission to use the power of books for the betterment of all kids, Fairs bring entire communities together. At Scholastic Book Fairs, we bring “the best school day of the year” in 110,000 unique pop-up shops annually. Irresistibly defying expectations of how one must act in a library, Fairs raise over 200 million dollars in funds and resources for schools that host Fairs. And we're just getting started… We're here to deliver an experience that inspires kids toward greatness. In everything we do, we are committed to ensuring every kid, parent, caregiver, teen/tween, book fair organizer, and Employee feels seen, respected, and welcome as part of the Scholastic Book Fairs family. We are currently in search of Fair Consultants to help grow the Book Fair business. These full-time positions offer medical, dental and vision benefits, a Paid Time Off program that includes vacation, personal, and sick time, a generous 50% off discount on Scholastic merchandise, 401k with a company match, and summers off. In additions to the base rate, Scholastic offers a Sales Compensation program which includes the opportunity to earn seasonal and annual incentives. Base Hourly Range: $22.00 to $26.00 Qualified candidate will be able to achieve budgeted Fair Counts, net revenue and overall sales program goals in assigned territory through effective execution of the sales and servicing methods of the company. They will support our mission to encourage reading and promote lifelong learning and demonstrate our values of caring and respect for all people. Summary: Flex Fair Consultant is responsible for maximizing Book Fair penetration by effectively prospecting new schools and by building strong customer relationships to maintain Fair rebooking rates. Sharp planning skills will minimize cancellations and optimize event schedules, ensuring smooth operations and maximized profits. Ultimately, you'll be a passionate advocate for reading, igniting a love for books within every school you serve. This role does not have an assigned area but will support the territory pod as a whole until an opening becomes available. JOB RESPONSIBILITIES Revenue Growth: Develop and execute strategic sales plans to achieve revenue targets and maximize sales opportunities within the assigned territory. Identify new business opportunities and cultivate relationships with prospective customers to expand market presence and drive sales growth. Customer Account Maintenance and Growth: Build and maintain strong relationships with existing customers to understand their needs, preferences, and challenges. Proactively engage with customers to identify upsell and cross-sell opportunities and drive incremental revenue from existing accounts. Relationship Building: Establish and nurture relationships with key stakeholders, decision-makers, and influencers within customer organizations. Act as a trusted advisor to customers, providing expert guidance, product recommendations, and solutions to meet their business objectives. Territory Management: Effectively manage territory activities, including prospecting, lead generation, pipeline management, and sales forecasting. Utilize CRM systems and sales tools to track customer interactions, manage sales pipelines, and optimize territory performance. Market Intelligence: Stay informed about industry trends, market dynamics, competitor activities, and customer needs to identify opportunities and mitigate risks. Gather and analyze customer feedback and market data to inform sales strategies and product development initiatives. Qualifications Knowledge, Skills, and Abilities: Sales Acumen: Understanding of sales techniques, negotiation skills, and closing strategies. Knowledge of industry trends, market dynamics, and competitive landscape. Customer Relationship Management: Ability to build and maintain strong relationships with customers. Skill in identifying customer needs and presenting solutions effectively. Communication Skills: Excellent verbal and written communication skills including presentation and telephone skills with an aptitude for customer relationship building. Ability to convey complex information in a clear and concise manner. Time Management and Organization: Strong time management skills and ability to prioritize tasks effectively. Capacity to manage multiple priorities and meet deadlines in a fast-paced environment. Ability to execute a vision, manage multiple priorities, and achieve results. Additional Skills Proficiency with MS Office software, SalesForce/CRM technology and telecommuting software such as Zoom, WebEx, Microsoft Teams or Google Meet. Outstanding interpersonal skills with peers, superiors (cross functional and throughout the organization) and customers. Ensure adherence to all local, state, and federal laws, including but not limited to OSHA, DOT, and EEOC. Experience: Minimum of two (2) years of proven successful sales experience in telephone sales, personal selling, and customer service. Proven track record of success in sales, with a focus on revenue growth and customer relationship management. Education: Bachelor's degree or equivalent relevant experience in Business Administration, Management, Marketing, or related field. Time Type:Full time Job Type:Regular SeasonalJob Family Group:SalesLocation Region/State:FloridaEEO Statement: Scholastic is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination on the basis of race, religion, color, sex, pregnancy, national origin, marital status, sexual orientation, gender identity or expression, age, non-disqualifying physical or mental disability, or status as a disabled veteran or Vietnam veteran. Those factors shall not influence the determination of qualifications for a job or other opportunity within the company. Further, all personnel actions (such as compensation, tuition aid, benefits, transfers, promotions, and dismissals, company-sponsored training, social and recreational programs) shall be administered without discrimination. EEO is the Law Poster EEO Scholastic Policy Statement Pay Transparency Provision
$22-26 hourly Auto-Apply 41d ago
Ignatius Book Fairs Sales Consultant Public
Ave Maria University 4.3
Remote finance sales consultant job
We are seeking a motivated, detail-oriented individual to join our team as a Sales Consultant for Public School Partnerships. This remote position is focused on expanding our reach into public charter schools through proactive outreach, discovery calls, and relationship building. The role involves managing the full sales cycle - from initial contact through onboarding, coaching, and rebooking - with occasional travel to events. The ideal candidate is a confident communicator who thrives in a fast-paced, mission-driven environment and enjoys connecting schools with high-quality book fair solutions. ESSENTIAL DUTIES AND RESPONSIBILITIES: Conduct outbound calls to prospective schools to schedule discovery appointments Lead discovery and sales presentations with school leaders via phone or video Manage the full sales cycle, including contracts and onboarding for new partners Support customer success efforts to ensure book fairs run smoothly Proactively engage existing clients to encourage annual rebooking Track and report daily, weekly, and monthly performance metrics to the manager Maintain accurate and up-to-date records in the CRM system Communicate clearly and professionally with both prospective and current clients Collaborate effectively with internal team members across departments EDUCATION: Bachelor's Degree preferred EXPERIENCE: Minimum of 3 years experience related to Sales/Customer Service. CERTIFICATION: N/A KNOWLEDGE, SKILLS, AND ABILITIES Exceptional time management and organizational skills, with strong attention to detail Excellent oral and written communication skills, with the ability to build rapport quickly and effectively Ability to work independently and collaboratively, with minimal supervision A service-minded attitude and a genuine interest in building strong relationships with schools and teammates Strong initiative and leadership skills, with the ability to manage multiple priorities and projects simultaneously Proficiency with CRM platforms (e.g., HubSpot) Proficiency in Microsoft Office applications, including Word, Outlook, Excel, PowerPoint, and Publisher Commitment to supporting the University's Catholic mission PHYSICAL SKILLS AND ABILITIES: Requires ordinary ambulatory skills sufficient to visit other locations; the ability to stand, walk and manipulate (lift, carry, move) light to medium weights of 10 - 20 pounds. Requires good hand-eye coordination, arm, hand and finger dexterity, including ability to grasp, type and perform data entry, visual acuity to use a keyboard, operate equipment and read technical information, ability to hear in order to answer telephones and to communicate verbally, and the ability to sit for extended periods of time. WORKING CONDITIONS: Work is performed indoors with minimal safety hazards, and requires seated, standing, and movement work. Ave Maria University is a Catholic institution of higher education. Ave Maria University makes employment decisions in a manner that is consistent with federal, state, and local law. All information included in any application must be truthful and accurate. The responsibilities and requirements listed above are not an exhaustive list of all that will be expected of this position; however, it is met to identify the general criteria for this position.
$40k-54k yearly est. Auto-Apply 47d ago
Sales Consultant
360 Painting 3.8
Remote finance sales consultant job
Job Benefits: Full/Part Time Position Flexible Work Schedule Performance upside bonus opportunities Great company culture and values Career advancement opportunities Training is provided Unlimited earning potential Company provided vehicle Company provided number/tablet/laptop and/or allowance Company Overview: 360 Painting is a well-known, fast-growing national paint company specializing in residential and commercial painting. We have been featured as Entrepreneur Magazine's top-ranked painting company in 2018 & 2019. 360° Painting seeks local Sales Representatives to perform customer consultations/appointments following our proven sales process. Responsibilities: Manage the sales flow for all inbound leads Initiate lead generation programs Attend networking events and BNI Schedule estimates for leads as they are generated Complete sales appointments following our proven sales process Follow up with all work not landed on the spot Track KPI's through weekly performance reports Provide an extraordinary customer experience Perform field visits to ensure high quality work and customer satisfaction Serve as a point of contact for customers Complete necessary administrative paperwork and duties Attend weekly review meetings with president as scheduled Report necessary information to President of 360 Painting of Columbus Required Skills and Attributes: Strong Communication skills are a must Ability to be on time and maintain a schedule Basic computer and software skills are needed Ability to establish and maintain effective working relationships with staff Be a self-starter and self-motivated Must be a problem solver Strong written and verbal communication skills Must have a valid drivers' license with good driving record and be insurable High Energy and Durability Education/Experience: High school diploma or equivalent with at least 2 years of job-related work experience College degree preferred but not required Painting experience is a plus *All 360° Painting locations are independently owned and operated. All positions identified here are positions offered by individual 360° Painting franchisees who will interview, hire, pay, manage, etc. the person who is hired for that respective position at each specific location. All 360° painting employment opportunities potentially identified through this page are offered. This job description is not intended to be all-inclusive and the employee will also perform other reasonably related business duties as assigned by the immediate supervisor and other management as required. The business reserves the right to revise or change duties as the need arises. Flexible work from home options available. Compensation: $15,000.00 - $60,000.00 per year 360° PAINTING is the fastest growing paint franchise across America but is owned and operated locally. You focus on painting and we provide the confidence of long-term, successful painting projects. For 360° PAINTING, it is so much more than transforming property with paint. It is painters who take pride in their work and know how to take care of customers. 360° PAINTING knows your skill is in painting; our skill is finding you projects with qualified customers ready to transform their home or commercial property. If this is who you are, we look forward to working with you. You make the world beautiful, and we stand behind your skill. *All 360 Painting locations are independently owned and operated. All positions identified here are positions offered by individual 360 Painting franchisees who will interview, hire, pay, manage, etc. the person who is hired for that respective position at each specific location. All 360 Painting employment opportunities potentially identified through this page are offered by individual 360 Painting franchisees. These positions are not through 360 Painting Inc. or the franchise. They are offered exclusively through local 360 Painting franchisees.
$15k-60k yearly Auto-Apply 60d+ ago
National Sales Consultant - Annuities
Ameriprise 4.5
Remote finance sales consultant job
Apply to join our Annuity National Sales Desk, a fast-paced and exciting group that serves as the foundation of the sales organization. Help advisors make informed recommendations, build your soft and hard skills, and build a reputation and momentum for a future on a team with strong upward mobility for high performers. This team is best for those with strong verbal communication skills, a passion for learning, and an interest in learning how to position annuities in the modern investment environment. As an Annuity National Sales Associate, you will promote RiverSource annuity products with Ameriprise Financial advisors, primarily via an inbound phone queue. You will also make selective proactive outbound calls. Using discretion and judgment, through a quality sales call conversation, associates will match annuity product solutions to client's needs and goals. This is a first step into a career as a wholesaler. Remote work considered for qualified, licensed candidates located outside of Twin Cities metro. Key Responsibilities: Learn and become an expert in RiverSource annuity products and strategies. Build and maintain relationships with the wholesaling team. Engage with Ameriprise advisors to learn how RiverSource annuity solutions fit into the financial planning process. Answer calls via an inbound phone queue. Answer questions about our product line up. Use effective questioning to match our product solutions to client's retirement and legacy needs. Run illustrations and product proposals and teach advisors how to use these tools to present our solutions to their clients. Follow up as needed to assist in closing the business and finding new opportunities. Partner with wholesaling teams to identify proactive callout opportunities and determine desired outcomes. Examples include driving event attendance, notifying advisors of updated licensing requirements, and other ways to assist wholesaling teams. Pass all required exams and keep current on all FINRA and state insurance training and CE requirements. Required qualifications: Bachelor's degree or equivalent work experience Active Series 6 State Securities agent registrations (Series 63) Life and Health Insurance License If licenses are not actively held, they must be obtained within 120 days of start date. If multiple exams are required, will be done consecutively with an additional 90-day window after successfully passing each exam). Ability to build strong relationships Excellent communication and influencing skills Preferred qualifications: Knowledge of insurance and annuity products Experience in the financial services industry, financial sales, or financial wholesaling Ability to work on a sales and results driven team Effective presentation skills About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated hourly rate for this role is $23.55/ hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business RSA Annuities
$23.6 hourly Auto-Apply 4d ago
Financial Services Representative
Primerica 4.6
Remote finance sales consultant job
Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
$31k-39k yearly est. Auto-Apply 60d+ ago

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