Sales Representative - Small Business Solutions

Overview

Two Roads serves small business owners by providing Bookkeeping, Controller, CFO and Tax Services. The best suited candidates for this role will have B2B sales experience in similar industries. The Bookkeeping & Advisory Rep - Small Business (Sales Representative) at Two Roads is responsible for securing new clients and promoting the company. This role requires excellent communication skills, an outgoing personality, and an innovative approach to acquiring new business. The successful candidate will be able to identify potential clients and effectively guide them through the sales process.

Key Responsibilities:

• Network in the community to drive new leads to Two Roads
• Cold Call potential clients to see if we are a fit
• Manage the FTA (First Time Appointment) Calendar to ensure there are no scheduling conflicts
• Prequalify FTA's prior to meeting time
• Conduct FTA's as needed independently
• Conduct Proposal Reviews as needed with prospective clients independently
• Communicate with potential clients in regard to scheduling meetings or information requests
• Follow up with all leads in a timely manner (as defined in Two Roads Sales Processes)
• Provide support to the Revenue Director as needed for sales related administrative tasks
• Post close sale support

Experience/Education Required:

• 2 Years of experience in outside sales.
• Prefer prior experience in selling financial services or B2B.

Job Types:

Full-time, Part-time

Pay:

$48,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Compensation Package:

Commission pay

Schedule:

Monday to Friday

Work Location:

Remote