Sales Representative

We are seeking a Salesperson/Client Relationship Manager to enhance our expanding team. This person will seek new opportunities to bring in business, and maintain any client relationships they establish.

Responsibilities include:

• Bringing in new clients
• Attending and/or organizing networking events
• Educating prospective clients via webinars and other tools
• Account management

Qualifications:

• Background in finance/accounting
• Knowledge of Salesforce
• Strong communication skills
• Experience in sales
• Self-motivated team-player
• Some knowledge of retirement services is a plus