Skip to content

B2B Sales Representative

United States, Texas, USA

Job description

Our Partner is more than just a retirement solution provider. Our financial advisors provide invaluable business advice that will help each business reach its full valuation potential. We look at the fundamental parts of each business model and provide customized advice to the owner, as well as access to our network of non-traditional financial service providers.

We are looking for a competitive Field Sales Representative to assist in developing new sales strategies, attracting new clients and helping them understand the real value of what we can provide. 

Your Mission: You will play a key role in increasing income and revenue for our company by managing and negotiating with clients, generating leads, qualifying prospects and managing sales of products and services. As an outside Sales Representative, you will also research sales competition and make adjustments to strategies as needed to increase sales. You will also look at existing sales strategies and offer input in real time to help improve performance of the entire sales team.


  • Prospect for new business through heavy telephone sales
  • Diligently handle incoming calls and follow up on previous calls -- understand the customer’s needs, overcome objections, handle rejection in stride and ultimately close the sale
  • Guide prospects through the application to payment process using our web portals
  • Become an expert in the SMB landscape, you will understand the cash flow trends and successfully coach SMB owners on how to grow their revenues within the markets we focus on.
  • Forecast sales, develop sales strategies/models and evaluate their effectiveness
  • Evaluate customers skills, needs and build productive long lasting relationships
  • Meet personal and team sales targets
  • Research accounts and generate or follow through sales leads
  • Attend meeting, sales events and trainings to keep abreast of the latest developments
  • Report and provide feedback to management using financial statistical data
  • Maintain and expand client database within your assigned territory
  • Maintain communication records using Hubspot.

Job requirements

  • 5+ years of sales experience selling to SMBs
  • Past telephone and email sales experience
  • History of achieving and consistently exceeding sales goals
  • Experience selling finance, payroll and/or other IT solutions to SMBs
  • Has a desire to grow personally and professionally
  • Strong Negotiating and Lead Prospecting Skills
  • Experience working with Hubspot, Intercom or similar CRM
  • Familiarity with different sales techniques and pipeline management
  • Self motivated and driven

Who We Are Looking For:

  • Thrive in fast paced, start-up environments
  • Must be comfortable with a rapidly-changing workspace
  • demonstrable analytic, problem solving, and leadership skills
  • A perfectionist who tempers it with deadlines