Sales Consultant for Financial Solutions

2 weeks ago


Cherry Hill, New Jersey, United States Accounting, Financial & Tax Services Full time
Position Overview

Accounting, Financial & Tax Services is a premier provider of extensive financial solutions tailored for both businesses and individuals. We are in search of a Sales Consultant to enhance our vibrant team.

In this position, you will manage incoming inquiries and transform them into viable sales opportunities. Your role will involve engaging with prospective clients, discerning their requirements, and delivering optimal financial solutions to achieve their objectives.

This is an excellent opportunity for those who possess a passion for sales and customer engagement, and who excel in a dynamic, target-oriented atmosphere. We provide competitive remuneration and abundant opportunities for professional advancement.

Key Responsibilities
  • Timely and professionally respond to and follow up on incoming inquiries and leads.
  • Establish rapport with potential clients by comprehending their financial goals and proposing customized solutions.
  • Conduct thorough needs assessments to identify the most suitable financial products and services for each client.
  • Collaborate with the sales team to achieve and surpass sales objectives.
  • Maintain precise records of customer interactions and sales activities.
  • Deliver exceptional customer service throughout the sales process.
  • Stay informed about industry trends and competitors to uncover new sales opportunities.
Qualifications
  • A minimum of 2 years' experience in a sales, marketing, or customer service capacity, ideally within the financial services sector.
  • A proven history of achieving and exceeding sales goals.
  • Outstanding verbal and written communication abilities.
  • Strong negotiation and persuasion skills.
  • Ability to thrive in a collaborative team environment.
  • Proficient in utilizing CRM systems and other sales tools.
  • Familiarity with financial products and services is advantageous.
  • A bachelor's degree in business, finance, or a related discipline is preferred but not mandatory.
  • This role can be offered on a part-time or full-time basis.
  • Compensation ranges from $100 to $300 per closed deal.


  • Cherry Hill, New Jersey, United States Trinity Solar Careers Full time

    Position OverviewAs a vital member of our team, the Residential Roofing Sales Consultant will play a key role in driving sales through in-home consultations. Our organization is dedicated to providing top-tier roofing solutions, and we are seeking motivated individuals to join our thriving Roofing Division.Key ResponsibilitiesConduct in-home sales...

  • Sales Consultant

    5 days ago


    Cherry Hill, New Jersey, United States Michael Page Full time

    About the Role:We are seeking a highly motivated and results-driven Business Development Representative to join our team at Michael Page. As an Account Executive, you will play a critical role in driving sales growth and building strong relationships with our clients.Key Responsibilities:Provide solutions and consultative support to clients, ensuring high...


  • Cherry Hill, New Jersey, United States Fulton Financial Full time

    Position Overview:This is a full-time role requiring approximately 40 hours per week. The position involves working in a dynamic financial environment.Key Responsibilities:- Deliver exceptional customer service and enhance client satisfaction.- Assist clients with their banking needs and provide tailored financial solutions.- Ensure compliance with banking...


  • Cherry Hill, New Jersey, United States TransUnion Risk and Alternative Data Solutions Full time

    About the RoleWe are seeking a highly skilled Data Analyst to join our Financial Services team at TransUnion Risk and Alternative Data Solutions. As a Data Analyst, you will play a critical role in analyzing large population datasets to identify trends and insights that drive business decisions.Key ResponsibilitiesExtract data from various sources and...


  • Cherry Hill, New Jersey, United States SI Busineess Solutions Full time

    Job DescriptionAt SI Business Solutions, we are a reputable business consulting and sales firm dedicated to delivering innovative sales strategies and exceeding projected sales margins. Our mission is to assist our clients in new customer acquisitions, expand their market reach, and dominate in the telecommunications industry. To achieve our vision, we are...


  • Cherry Hill, New Jersey, United States SI Busineess Solutions Full time

    Job Opportunity at SI Business SolutionsWe are a reputable business consulting and sales firm located in New Jersey, recognized for our innovative sales strategies and ability to exceed projected sales margins. Our mission is to assist our clients in new customer acquisitions, expand their market reach, and continue to help them dominate in the...


  • Cherry Hill, New Jersey, United States Spivak Jewelers Full time

    Join Our Team: Luxury Jewelry Sales ConsultantBecome a part of our esteemed family-owned jewelry establishment, recognized for its stunning fine jewelry and unparalleled customer service. Our commitment to quality, artistry, and individualized attention has made us a beloved retailer in the community.We are seeking a driven Luxury Jewelry Sales Consultant to...


  • Cherry Hill, New Jersey, United States Cascade Innovations Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Cascade Innovations. As a key member of our sales team, you will be responsible for providing exceptional customer support and guidance to our clients regarding our financial products and services.Key ResponsibilitiesProvide expert advice and...


  • Rocky Hill, New Jersey, United States Bank of America Full time

    Job SummaryWe are seeking a highly skilled Financial Solutions Expert to join our team at Bank of America. As a key member of our financial services team, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key ResponsibilitiesTriaging client leads and making referrals to...


  • Cherry Hill, New Jersey, United States CKO Kickboxing Full time

    CKO Kickboxing is seeking a passionate and driven Fitness Sales Consultant to join our team! At CKO, we're dedicated to transforming lives through the power of kickboxing. Our mission is to create a fun, welcoming, and inclusive environment where individuals of all ages, fitness levels, and backgrounds can achieve their health and wellness goals. Your...


  • Cherry Hill, New Jersey, United States SI Busineess Solutions Full time

    About the RoleAt SI Business Solutions, we are seeking a highly motivated and results-driven Sales Associate to join our team. As a Sales Associate, you will play a critical role in driving sales growth and exceeding client expectations.Key ResponsibilitiesClient Engagement: Develop and maintain strong relationships with clients to understand their business...

  • Financial Analyst

    2 weeks ago


    Cherry Hill, New Jersey, United States Riverbed Technology Full time

    Company Overview:Riverbed is a leader in AI observability, dedicated to enhancing user experiences through AI-driven automation. With over two decades of expertise in data analytics and machine learning, our AI-powered observability platform optimizes digital interactions and significantly boosts IT efficiency. We also provide top-tier Acceleration solutions...


  • Cherry Hill, New Jersey, United States SI Busineess Solutions Full time

    About Us: SI Business Solutions is a leading firm recognized for its impactful contributions to the telecommunications sector. We pride ourselves on our innovative sales methodologies and our ability to consistently surpass sales expectations. Our goal is to support our clients in acquiring new customers, broadening their market presence, and maintaining...

  • Sales Representative

    17 hours ago


    Cherry Hill, New Jersey, United States Lands' End Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Lands' End. As a Sales Associate, you will be responsible for providing exceptional customer service, driving sales, and maintaining a high level of product knowledge.Key Responsibilities:Customer Service: Provide highest degree of customer service,...

  • Financial Analyst

    2 weeks ago


    Cherry Hill, New Jersey, United States Riverbed Technology Full time

    Company Overview:Riverbed is a leader in AI observability, dedicated to enhancing user experiences through AI-driven automation that addresses IT challenges. With over two decades of expertise in data analytics and AI, Riverbed's innovative observability platform optimizes digital interactions and significantly boosts IT performance. Our renowned...


  • Cherry Hill, New Jersey, United States Clipper Magazine Full time

    About the RoleWe are seeking a highly motivated and results-driven Media Sales Consultant to join our team at Clipper Magazine. As a Media Sales Consultant, you will be responsible for developing and executing integrated marketing campaigns that drive results for local businesses.Key ResponsibilitiesInnovative Campaigns: Design and execute multi-channel...


  • Cherry Hill, New Jersey, United States Greenawalt Roofing Company Full time

    Job Type: Full-timeDescription:This position is not hybrid or remote.Position Overview:As a Sales Representative, you will play a pivotal role in driving our company's growth by connecting with homeowners, assessing their roofing/siding/gutter needs, and providing tailored solutions.This position offers the opportunity to showcase your sales expertise while...


  • Cherry Hill, New Jersey, United States Lockheed Martin Corporation Full time

    Job Overview: Position ID: 673764BR Company Overview: At Lockheed Martin, we are at the forefront of developing advanced technologies that ensure national security and provide innovative solutions to complex challenges. Our International Mission Systems (IMS) sub-market within the Multi-Domain Combat Solutions segment is dedicated to the development,...


  • Cherry Hill, New Jersey, United States SI Busineess Solutions Full time

    About Us: SI Business Solutions is a leading provider of marketing, sales, advertising, and consulting services tailored for the clean energy and smart technology sectors. Our mission is to discover and cultivate new revenue opportunities for our energy-efficient clients through innovative marketing and sales strategies, including unique promotional...


  • Cherry Hill, New Jersey, United States SI Busineess Solutions Full time

    At SI Business Solutions, we are a reputable business consulting and sales firm dedicated to delivering innovative sales strategies and exceeding projected sales margins. Our mission is to assist our clients in new customer acquisitions, expand their market reach, and dominate in the telecommunications industry. To achieve our vision, we are seeking...