ABOUT US

We are a financial consulting firm dedicated to helping business owners, particularly in the real estate sector, achieve financial clarity and profitability. Specializing in implementing the Profit First methodology, we offer services that include matching clients with qualified Chief Financial Officers (CFOs), streamlining accounting systems, and providing proprietary tools like the CFO Dashboard for real-time financial insights. Our mission is to empower entrepreneurs to understand their numbers, automate profit processes, and build recession-proof businesses. Clients have praised us for transforming their financial management, leading to increased profits and peace of mind.

JOB SUMMARY

Are you a driven, results-oriented sales professional with exceptional communication, follow-up, and organizational skills? Join our growing firm as a Remote Sales Representative, where you’ll play a key role in helping entrepreneurs gain financial clarity through our fractional CFO services.

This full-time, long-term opportunity offers a steady stream of qualified leads, with sales calls booked directly onto your calendar—allowing you to focus on what you do best: closing deals. You’ll be selling tiered CFO service packages to business owners eager for financial guidance, making this a rewarding role for top performers.

We’re looking for a team-oriented, accountable closer who believes in our mission and understands the value we bring to our clients. This is a high-earning position, with employees consistently exceeding $100K+ annually with just a 35% close rate.

If you’re polished, driven, and ready to take your sales career to the next level, we want to hear from you!

Compensation & Benefits

Base Salary: $3,000/month for first 2 months (initial compensation)

On Track Earnings Initial Comp Example:

• 6 Calls per day / 30 wk / 120 month

• 70% Show Rate = 84 live calls/month

• @ 25% call → close ratio = 20 closes

20 Closes Commission Example:

• 10 @ $7500 = $750 commission per unit

• 10 @ $2500 = $250 commission per unit plus rest paid as cash is collected

• $3,000 base

• $10,000 commission on 20 closes

• PIF bonus = $2,000

Initial Comp Total OTE = $15k/mo

Once the position goes full commission comp, the sales commission rate increases to 13% with no cap on earnings!!

Work Schedule & Flexibility:

• Full-time, 30-40 hours per week

• Remote position with the freedom to work from anywhere

• Must be available for sales calls and Slack communication from 8:45 AM - 5:45 PM EST

Operational Expectations:

• Take 4-6 inbound sales calls per day, 5 days per week
• Maintain at least 36 available 45-minute call slots weekly
• Generate up to 20 additional calls per month through outbound efforts
• Attend daily team huddles via Zoom (9 AM EST, Monday - Friday)
• Submit end-of-day reports and update the CRM (GoHighLevel)

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Conduct scheduled sales calls with warm leads to assess their needs and present CFO service packages.

• Effectively communicate the value and benefits of our fractional CFO services to potential clients.

• Close sales and ensure smooth client onboarding, maintaining a high conversion rate.

• Follow up with prospects to nurture relationships and address any concerns.

• Maintain accurate records of sales activities and client interactions in the CRM system.

• Collaborate with internal teams to provide seamless service and ensure client satisfaction.

• Continuously refine sales techniques and stay updated on industry trends.

• Attend team meetings and contribute to sales strategy discussions.

• Achieve and exceed individual and team sales goals.

• Represent the company with professionalism, aligning with our mission and core values.

QUALIFICATIONS

• Proven experience in sales, preferably in a consultative or service-based industry.

• Strong closing skills with a track record of meeting or exceeding sales targets.

• Excellent verbal and written communication skills with the ability to build rapport quickly.

• Highly organized with strong follow-up and time management abilities.

• Self-motivated and goal-driven, with a competitive yet team-oriented mindset.

• Experience in financial services, business consulting, or real estate is a plus.

• Ability to effectively handle objections and guide prospects through the sales process.

• Proficiency in CRM software and virtual sales

• High level of integrity, accountability, and professionalism.

• Passion for helping entrepreneurs gain financial clarity and improve profitability.