Financial Sales Representative

Akron, OH - USA

Monthly Salary: Not Disclosed

Posted on: 17 hours ago

Vacancies: 1 Vacancy

Job Summary

ATLAS CPAs & Advisors and ATLAS Certified Payroll located in the Akron/N. Canton Ohio area are part of the ATLAS family - AdvisorsThat Listen And Serve. Recognized as a Top 50 National Client Advisory Firm for 2025 we help individuals and businesses achieve financial clarity and long-term success through accounting payroll tax and advisory services.

We believe in creating value for our clients our people and our communities through relationships built on trust collaboration and integrity.

OVERVIEW

The Financial Sales Representative plays a key role in driving new business and expanding client relationships across ATLAS service lines. This position focuses on developing qualified leads nurturing relationships and promoting our full range of financial and advisory solutions including accounting payroll bookkeeping investment advisory insurance and other client advisory services.

The ideal candidate is relationship-driven business-minded and passionate about helping clients succeed. They will represent ATLAS with professionalism and purpose connecting entrepreneurs and business owners to the resources that help them reach their goals.

KEY RESPONSIBILITIES

Identify and develop new business opportunities through referrals networking and proactive outreach.
Build and maintain a qualified sales pipeline across target markets including small businesses independent contractors startups and established organizations.
Conduct discovery meetings to understand client needs and recommend appropriate ATLAS service solutions.
Communicate the firms offerings clearly and effectively including accounting payroll tax and advisory services.
Collaborate with accounting and payroll teams to ensure seamless client onboarding including document coordination through PandaDoc.
Manage and track all sales activity within HubSpot CRM maintaining accurate records and providing updates to leadership.
Represent ATLAS at community events business expos and networking groups to build brand presence and strengthen client connections.
Partner with marketing on outreach campaigns events and educational workshops to attract and engage prospective clients.

KNOWLEDGE SKILLS AND ABILITIES

Proven experience in B2B sales business development or client acquisition ideally within professional or financial services.
Excellent communication presentation and relationship-building skills.
General understanding of accounting payroll or bookkeeping concepts.
Strong organizational and time management abilities with attention to detail.
Self-motivated results-oriented and comfortable working both independently and collaboratively.
Proficiency with Microsoft Office Suite and familiarity with professional networking platforms such as LinkedIn.
Experience with CRM tools (preferably HubSpot) and digital document systems such as PandaDoc.
Experience selling financial payroll or business advisory services.
Familiarity with software such as QuickBooks SwipeClock or other accounting/payroll platforms.
Knowledge of the Akron/Cleveland small business community.

EDUCATION AND EXPERIENCE

AA or Bachelors Degree preferred
24 years of professional experience in a similar role is preferred.

BENEFITS

Medical Dental and Vision
GAP Benefits
Supplemental Benefits
Life and AD&D Insurance
Short- & Long-Term Disability Plans
401k with Company Matching
Bonus Structure
Flexible PTO with sick time
Incentive Program
Development Program
Company Wellness Program

APPLICATION DEADLINE
We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified.

WORKING CONDITIONS
Must be able to operate a variety of machines and equipment including computer office equipment telephone may require extended periods of time at a keyboard or workstation. Required to occasionally lift hold or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation.

EQUAL OPPORTUNITY STATEMENT
ATLAS Navigators LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon raceracial expression including protective hairstylesreligion color national origin sex (including pregnancy childbirth or related medical conditions) sexual orientation gender gender identity gender expression transgender status sexual stereotypes age status as a protected veteran status as an individual with a disability or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories consistent with applicable federal state and local law.

ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability please let us know.

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Texting Privacy Policy and Information:

Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
Message frequency will vary depending on the application process.
Msg & data rates may apply.
OPT out at any time by texting Stop.

Required Experience:

Manager