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Sales Specialist Professional Services


We are a fast-paced, growing, financial software company that is taking the financial industry by storm. We are looking for a Relationship Manager to market our financial services web application to financial service professionals. We are seeking a confident, self driven, telephone sales professional. Financial industry experience is required. We have an open untapped market and supply competitive wages, and commissions without caps.


  • Previous Sales experience required
  • Financial services background preferred; particularly stocks, bonds and mutual funds
  • Experience in software sales is a plus
  • Ability to demonstrate web based products over the phone or in person
  • Must be confident, have a positive attitude, and self driven
  • On-going strategy development, continual measurement & analysis of sales opportunities
  • Superior interpersonal, organizational, and client service skills
  • Ability to prioritize tasks and meet deadlines.
  • BS/BA Degree required
  • Experience with Sales Force a plus
  • Excellent verbal and written communication skills
  • Self motivated with the ability to prioritize for driven results
  • Must speak comfortably to business professionals of all levels.
  • Must be proficient with Microsoft Office applications and the Internet

Other Qualifications

  • Authorized to work in the U.S. without restriction as to duration.
  • Driven, presentable, flexible, organized, professional and energetic. You should be friendly in order to make the client feel comfortable.
  • Math skills preferred
  • Ability to compile and track the sales data for evaluation. Skilled in the preparation and analysis of complex and technical specifications.
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