Financial Sales Representative

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.

• 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 firm’s 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.

• 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.

• AA or Bachelor's Degree preferred
• 2–4 years of professional experience in a similar role is preferred.

• 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

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".

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