Sales Associate

Job Overview

Martinez 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

• Engage with potential clients and business owners to introduce MFG services
• Explain the value of financial organization, bookkeeping, tax strategy, and CFO advisory
• Schedule and confirm strategy calls with qualified prospects
• Follow up with leads via phone, text, and email
• Identify client pain points and recommend appropriate MFG solutions
• Support marketing and outreach efforts to generate new leads
• Maintain accurate notes and lead tracking in our CRM
• Represent Martinez Financial Group Strategies LLC professionally in all interactions

What You'll Be Selling

MFG helps businesses and individuals with:

• Accounting & bookkeeping
• Tax preparation and strategy
• Cash flow management
• AP/AR support
• Payroll integration
• Profit optimization
• Fractional CFO advisory

Your role is to help prospects understand how these services solve their financial problems and guide them toward booking a strategy session.

Qualifications

• Previous retail sales or grocery store experience preferred but not required; enthusiasm and willingness to learn are essential
• Familiarity with POS systems, cashiering procedures, and cash handling techniques
• Strong customer service skills with the ability to communicate clearly and effectively
• Supervising experience is a plus for those interested in leadership opportunities
• Ability to perform retail math accurately for transactions and inventory management
• Bilingual skills are advantageous for serving diverse customer bases
• Knowledge of merchandising, stocking, and product demos enhances your ability to succeed in this role

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 year

Benefits:

• Flexible schedule

Work Location: Remote