Account Manager - Financial Sales

Posted 10 Days Ago
Hiring Remotely in New York, NY
Remote
Mid level
Financial Services
The Role
As an Account Manager, you will assist clients with financial evaluations, determine eligibility through financial statements, and maintain strong client relationships. You will leverage inbound leads to present solutions and execute orders in the company's database while ensuring excellent customer service throughout the process.
Summary Generated by Built In

Job description – 

About You:

You’re a positive, motivated person seeking an opportunity with huge financial and career growth potential. You connect quickly with others, enjoy building relationships, appreciate variety in the work you do and the pure pleasure of helping people.

Why You?

  • Goal Oriented – You have a sense of urgency in completing your assigned tasks
  • Multitasking – You like working with multiple people with differing needs
  • Competitive – You like to WIN!
  • Persuasive – You can quickly engage strangers to align their need with our products/services
  • Empathetic – You connect quickly to the needs of others and can adapt your presentation to match.

Why You’ll love it here:

  • Base wage (very competitive)
  • UNCAPPED commissions paid monthly (top producers making over six figures)!
  • INCENTIVES - gamification, contests in a casual and fun working environment
  • Employee development, coaching and training
  • The Industries best marketing/leads – NO cold calling!
  • Work-life balance with a 40-hour work week.
  • 100% remote with all equipment provided. 

What you’ll be doing:

  • Review Financial statements and credit reports to determine eligibility of clients
  • Receiving inbound calls and applications from potential clients through a variety of marketing resources
  • Assisting customers by gathering information on their financial situation and presenting possible solutions, including enrollment into our program
  • Provide customers with accurate information regarding their financial analysis
  • Maintaining a consultative relationship with the customer throughout the process
  • You will gain expertise in alignment of clients’ needs with the benefits of our program and how we accelerate their path to financial independence
  • Execute orders using the company's central database and computer system

Are you Qualified? (We hope so!)

  • 3 years of continuous sales experience (inside/phone preferred but not required)
  • Lending experience preferred but not required
  • Commissioned sales experience - we want to speak with folks who want more than a base wage!
  • Track record of success and top-ranking sales performance
  • Maintain and build relationships with new and existing customers
  • Review potential opportunities and develop sales strategies for each customer account
  • Track record of maintaining, prospecting, and developing an account base
  • Achieved BA/BS degree or equivalent (not required)

AAP/EEO Statement

ClearOne Advantage provides equal employment opportunity to all employees and job seekers without regard to race, color, religion, national origin, sex, age, disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other protected characteristic under federal, state or local laws.

The Company
HQ: Baltimore, MD
283 Employees
On-site Workplace
Year Founded: 2007

What We Do

Finances are personal, and the path to financial freedom looks different for everyone. We realize that dealing with debt can be a difficult task and that providing a solution means more than just providing money, it means putting customer service first.

Since 2008, we've helped thousands of clients resolve large credit card bills and other unsecured debts – all without upfront fees or the need for personal bankruptcy. Our dedicated expert team of caring financial consultants work one-on-one with clients to create a custom, confidential debt relief plan they can afford. Our low monthly payment options often leave our clients with more cash on hand to spend as needed.

Our Advantage:
> Personalized plans to fit your budget
> No upfront fees
> 6,000+ high satisfaction ratings on Trustpilot
> Better Business Bureau accredited with an A+ rating from 2019 - 2021

In 2019, The Baltimore Sun named ClearOne Advantage a 2019 Top Workplace, and our executive team took home the “Exemplary Leadership” award for their tireless commitment to growing and supporting our stellar team. The Baltimore Business Journal also recognized ClearOne Advantage as a “Best Place to Work” finalist.

ClearOne Advantage has also ranked as one of the nation’s fastest growing companies on the Inc. 5,000 list, and has ranked on Selling Power's '50 Best Company to Sell For' list every year since 2016.

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