Financial Sales Account Manager

To support a growing financial services team, the full-time Financial Sales Account Manager will review financial statements, assist clients with their financial situations, and maintain consultative relationships, all while working remotely. Key responsibilities Review financial statements and credit reports to assess client eligibility Assist clients by gathering financial information and presenting suitable solutions Maintain ongoing relationships with customers throughout the enrollment process Required qualifications 3 years of continuous sales experience, preferably in inside or phone sales Experience in commissioned sales with a proven track record of success Ability to build and maintain relationships with new and existing customers Experience in developing sales strategies for customer accounts BA/BS degree or equivalent is preferred but not required