Sales Representative Financial Services

Sales Representative

• Financial Services Financial Services Company Tustin, CA Job Details Part-time | Full-time | Contract $100,000
• $200,000 a year 20 hours ago Benefits Flexible schedule Qualifications Financial sales Customer relationship building Client onboarding Identifying new business opportunities Mid-level Business development B2B Prospecting Sales pipeline management Insurance sales Communication skills Full Job Description Sales Representative
• Financial Services (Small Business Focus) Full-Time | Part-Time |

Contract Compensation:

$100k-200k (Base + Commission)

Location:

Southern California (Hybrid

• Tustin Office) About Us We are a growing Financial Services Company specializing in accounting and bookkeeping solutions for small businesses .

Our mission is to provide high-quality, extremely competitive back-office services that help business owners stay compliant, profitable, and focused on growth. The Opportunity We're seeking a motivated and relationship-driven Sales Representative to help expand our small business client base across Southern California . This role is ideal for professionals who already have strong business relationships and want to monetize their network with a high-value, in-demand service. You'll be selling recurring accounting and bookkeeping services to established small businesses—creating long-term income potential through commissions. Target Clients Small businesses with $500K

• $5M in annual revenue Businesses with a physical office or home-based operation Located in Southern California Ideal Candidate Background This role is perfect for someone who: Has experience selling back-office services such as accounting, bookkeeping, HR, payroll, insurance, or financial services Is a current or former : Commercial business insurance broker/agent Real estate broker/agent Professional services sales rep Has an existing book of business or Rolodex and can hit the ground running Is confident speaking with business owners, CFOs, and decision-makers Responsibilities Prospect and develop new small business client relationships Leverage your existing network to generate qualified leads Present and sell accounting/bookkeeping service solutions Maintain accurate pipeline and follow-up activity Collaborate with internal teams to ensure smooth client onboarding Attend in-person team sync meetings in Tustin 1-2 times per week Compensation & Benefits Base pay + competitive commission structure (based on experience) Earning potential: $

Pay:

$100,000.00

• $200,000.00 per year Job description: Sales Representative
• Financial Services (Small Business Focus) Full-Time | Part-Time |

Contract Compensation:

$100k-200k (Base + Commission)

Location:

Southern California (Hybrid

• Tustin Office) About Us We are a growing Financial Services Company specializing in accounting and bookkeeping solutions for small businesses .

Our mission is to provide high-quality, extremely competitive back-office services that help business owners stay compliant, profitable, and focused on growth. The Opportunity We're seeking a motivated and relationship-driven Sales Representative to help expand our small business client base across Southern California . This role is ideal for professionals who already have strong business relationships and want to monetize their network with a high-value, in-demand service. You'll be selling recurring accounting and bookkeeping services to established small businesses—creating long-term income potential through commissions. Target Clients Small businesses with $500K

• $5M in annual revenue Businesses with a physical office or home-based operation Located in Southern California Ideal Candidate Background This role is perfect for someone who: Has experience selling back-office services such as accounting, bookkeeping, HR, payroll, insurance, or financial services Is a current or former : Commercial business insurance broker/agent Real estate broker/agent Professional services sales rep Has an existing book of business or Rolodex and can hit the ground running Is confident speaking with business owners, CFOs, and decision-makers Responsibilities Prospect and develop new small business client relationships Leverage your existing network to generate qualified leads Present and sell accounting/bookkeeping service solutions Maintain accurate pipeline and follow-up activity Collaborate with internal teams to ensure smooth client onboarding Attend in-person team sync meetings in Tustin 1-2 times per week Compensation & Benefits Base pay + competitive commission structure (based on experience) Earning potential: $80,000•$150,000+ annually Flexible work arrangement (full-time, part-time, or contract) Strong recurring revenue opportunity Supportive team environment with proven services and pricing Requirements Sales experience in B2B or professional services Strong communication and relationship-building skills Self-motivated with the ability to work independently Must be local to Southern California Ability to attend meetings at our Tustin office 1-2x weekly Why Join Us?

Extremely competitive pricing that makes selling easier High demand services for small businesses Flexible structure with uncapped earning potential Opportunity to grow with a scaling financial services firm Apply today if you're ready to leverage your experience and network to build recurring income while helping small businesses thrive.

Job Types:

Full-time, Part-time, Contract Benefits:

Flexible schedule

Work Location:

Hybrid remote in Tustin, CA 92780 Flexible work arrangement (full-time, part-time, or contract) Strong recurring revenue opportunity Supportive team environment with proven services and pricing Requirements Sales experience in B2B or professional services Strong communication and relationship-building skills Self-motivated with the ability to work independently Must be local to Southern California Ability to attend meetings at our Tustin office 1-2x weekly Why Join Us? Extremely competitive pricing that makes selling easier High demand services for small businesses Flexible structure with uncapped earning potential Opportunity to grow with a scaling financial services firm Apply today if you're ready to leverage your experience and network to build recurring income while helping small businesses thrive.

Job Types:

Full-time, Part-time, Contract Pay:

$100,000.00

• $200,000.

00 per year

Benefits:

Flexible schedule

Work Location:

Hybrid remote in Tustin, CA 92780