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Martinez Financial Group Strategies LLC

Commission Sales Associate &ndash; Accounting &amp; Fractional CFO ServicesJob OverviewMartinez Financial Group Strategies LLC is seeking a driven Commission Sales Associate to help expand our client base by connecting with small business owners and introducing them to our accounting, bookkeeping, and Premier Fractional CFO services.In this role, you will engage with business owners, identify financial pain points, and introduce solutions that help them gain clarity over their numbers, improve profitability, and scale their businesses.This position is ideal for individuals who are confident communicators, enjoy building relationships, and want the opportunity to earn uncapped commissions by closing high-value service clients.Duties<ul><li>Identify and engage with small business owners who may benefit from professional accounting, bookkeeping, or fractional CFO services</li><li>Start conversations with business owners to understand their financial challenges, including bookkeeping, cash flow management, and job costing</li><li>Present Martinez Financial Group Strategies LLC as a done-for-you accounting department and Premier Fractional CFO solution</li><li>Educate prospects on the value of financial visibility, accurate bookkeeping, and strategic financial guidance</li><li>Schedule consultations between prospective clients and the MFG leadership team</li><li>Follow up with leads and maintain communication to move prospects through the sales process</li><li>Represent the company professionally at networking events, local businesses, and industry gatherings</li><li>Maintain organized records of prospects, conversations, and opportunities within the company CRM</li></ul>Skills &amp; Qualifications<ul><li>Strong communication and relationship-building skills</li><li>Ability to confidently approach and speak with business owners</li><li>Sales experience or customer service experience preferred</li><li>Self-motivated and comfortable working independently</li><li>Ability to identify opportunities and naturally introduce solutions</li><li>Professional phone and messaging etiquette</li><li>Basic understanding of business operations or financial services is a plus</li><li>Experience with CRM systems or lead tracking tools is beneficial</li></ul>What We Offer<ul><li>Competitive commission structure with high earning potential</li><li>Opportunity to represent a Premier Fractional CFO and accounting firm serving small businesses</li><li>Flexible work environment with the ability to build your own pipeline</li><li>Training and guidance on how to communicate the value of accounting and financial strategy services</li><li>Opportunity to grow into leadership roles as the company expands</li></ul>Ideal CandidateThis role is perfect for someone who:<ul><li>Enjoys speaking with business owners</li><li>Is motivated by commissions and performance-based income</li><li>Wants to build relationships while helping businesses grow</li><li>Is interested in the financial services or consulting industry</li></ul>Job Type: Full-timePay: $51,293.61 - $150,000.00 per yearBenefits:<ul><li>Flexible schedule</li></ul>Work Location: Remote

Commission Sales Associate

Job OverviewMartinez Financial Group Strategies LLC is seeking a motivated Sales Associate to represent our financial strategy and accounting services to business owners and individuals.In this role, you will be the first point of contact for potential clients, helping them understand how MFG can improve their financial structure, bookkeeping, tax strategy, and cash flow management.This is an excellent opportunity for someone who enjoys building relationships, generating leads, and closing service agreements in a fast-growing financial services company.If you are confident, professional, and enjoy helping people improve their financial future, this role is for you.Responsibilities<ul><li>Engage with potential clients and business owners to introduce MFG services</li><li>Explain the value of financial organization, bookkeeping, tax strategy, and CFO advisory</li><li>Schedule and confirm strategy calls with qualified prospects</li><li>Follow up with leads via phone, text, and email</li><li>Identify client pain points and recommend appropriate MFG solutions</li><li>Support marketing and outreach efforts to generate new leads</li><li>Maintain accurate notes and lead tracking in our CRM</li><li>Represent Martinez Financial Group Strategies LLC professionally in all interactions</li></ul>What You'll Be SellingMFG helps businesses and individuals with:<ul><li>Accounting &amp; bookkeeping</li><li>Tax preparation and strategy</li><li>Cash flow management</li><li>AP/AR support</li><li>Payroll integration</li><li>Profit optimization</li><li>Fractional CFO advisory</li></ul>Your role is to help prospects understand how these services solve their financial problems and guide them toward booking a strategy session.Qualifications<ul><li>Previous retail sales or grocery store experience preferred but not required; enthusiasm and willingness to learn are essential</li><li>Familiarity with POS systems, cashiering procedures, and cash handling techniques</li><li>Strong customer service skills with the ability to communicate clearly and effectively</li><li>Supervising experience is a plus for those interested in leadership opportunities</li><li>Ability to perform retail math accurately for transactions and inventory management</li><li>Bilingual skills are advantageous for serving diverse customer bases</li><li>Knowledge of merchandising, stocking, and product demos enhances your ability to succeed in this role</li></ul>Embark on a rewarding career where your energy makes a difference! We value proactive individuals who thrive in lively environments, are eager to connect with customers, and enjoy working as part of a dedicated team. Join us today to help create memorable shopping experiences while developing your retail expertise!Pay: $50,000.00 - $140,000.00 per yearBenefits:<ul><li>Flexible schedule</li></ul>Work Location: Remote

Sales Associate

Join Martinez Financial Group Strategies LLC and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Martinez Financial Group Strategies LLC

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Commission Sales Associate

Sales Associate