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Sales Account Manager- Financial Services

Local Business Development Firm Altamonte Springs, FL
  • Expired: 21 days ago. Applications are no longer accepted.

We are seeking a full time Financial Services Sales Account Manager to join our busy and flourishing office here in Orlando. The Sales Account Managers will be working solely within our financial services team and helping existing and new customers with new opportunities and options for debt relief and consolidation. Eliminating financial burden for our customers or as we like to say, our family is our number one priority within our firm and with each and every Sales Account Manager.

Position Description:

  • Meet with multiple customers on a day to day basis and provide various debt relief options and financial based advice

  • One must fully understand any and all options for debt relief / consolidation in order to deliver the best customer service to each individual

  • Attend weekly meetings to become educated on debt / finance options for our customers

  • Once qualifications are met, you will be assisting in the training of new account managers

  • Maintain a professional relationship with customers and follow up with them to ensure they are content with their debt consolidation options

Position Requirements:

  • The ability to multitask and maintain a detail oriented work day

  • Travel to and from customers on a daily basis

  • Must have a basic knowledge of budgeting, finances, and sales

  • Have a solid foundation of communication skills and the willingness to learn more

  • A degree in a related field would be an asset

  • Spanish / Bilingual is not required, however, preferred in this position

Local Business Development Firm


Altamonte Springs, FL