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    Account Relationship Manager - Bradenton, United States - HH Financial Center

    HH Financial Center
    HH Financial Center Bradenton, United States

    3 weeks ago

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    Description

    Job Description

    Job Description

    We are seeking an Account Relationship Manager to join our team You will resolve customer questions and offer solutions to drive company revenue.

    **** This position is commission only but we provide all the tools including the CRM, the leads and the training. Our normal ticket sales are a minimum of $1,200 and up to $9,000 in commission. ****

    You will be offering.

    • Tax Plans for business owners that look back three years, and we find missing deductions and get them refunds.
    • Tax Engagements for those businesses that are dissatisfied with the current CPA and are looking for a more rounded tax firm.
    • Valuations for those businesses that are selling or want to sell their companies.
    • Business Financial Plans that allow a business owner to hold onto more of their profits.

    These commissions are generous and high-ticket items with you NOT having to know a single thing about taxes, or tax planning.

    Our CPAs and EAs do all the work, and you get paid for selling the programs.

    Responsibilities:

    • Present and sell company services to new and existing customers
    • Prospect and contact potential customers
    • Reach agreed upon sales targets by the deadline
    • Resolve customer inquiries and complaints
    • Set follow-up appointments to keep customers aware of latest developments
    • Create sales material to present to customers
    • You must have a fast internet connection at home - no public wifi
    • You must have a cell phone as well as a working PC or Mac to run our CRM apps

    Qualifications:

    • Previous experience in sales, customer service, or other related fields
    • Familiarity with CRM platforms
    • Ability to build rapport with clients
    • Strong negotiation skills
    • Deadline and detail-oriented


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