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MoneySolver

Financial guidance for loans, taxes, SMBs

Sales Consultant - Outbound Phone Sales

Account ManagementPosted on Nov 9
Full-timeJacksonville, FL, USA

About the Job

Requirements

  • A demonstrable track record of success in outbound sales; cold-calling experience is strongly preferred.
  • Strong negotiation, active listening, and interpersonal skills for building trust and rapport.
  • Ability to contribute to a collaborative team environment while driving individual sales success.
  • Ability to provide empathetic client guidance and maintain professionalism in interactions.

Responsibilities

  • Engage existing clients through outbound calls and emails to identify additional service needs and secure re-contracting.
  • Meet and exceed weekly and monthly sales quotas and outbound communication goals.
  • Research client situations and match clients with financial solutions, clearly communicating value, expectations, and fees.
  • Handle escalated client inquiries and service agreement issues.
  • Collaborate with the sales team to achieve collective goals.
  • Manage an active pipeline and daily task list to maximize outreach efficiency.

Desired Qualifications

  • Cold-calling experience.

About the Company

MoneySolver

Financial guidance for loans, taxes, SMBs

MoneySolver provides expert financial help for three main areas: student loans, taxes, and small business finances. It assists individuals dealing with student loan debt, taxpayers with IRS issues, and small business owners needing bookkeeping and tax support. The service uses personalized advisory plans to address complex financial problems, ensuring compliance and reliable results. Revenue comes from consultation fees and service charges for tailored advice and hands-on help with issues like student loan forgiveness, tax debt resolution, and everyday financial management for businesses. MoneySolver’s goal is to simplify financial decisions and empower clients to take control of their finances.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Jacksonville, FL
Founded
2007

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