ATLAS Navigators, LLC · 2 months ago
Financial Sales Representative
Akron, OH
Full-time
Onsite
Entry, Mid Level
2+ years expATLAS Navigators, LLC is a recognized Top 50 National Client Advisory Firm that helps individuals and businesses achieve financial clarity through various services. The Financial Sales Representative will drive new business and expand client relationships by developing qualified leads and promoting ATLAS' financial and advisory solutions.
AccountingAdviceConsultingFinancial ServicesProfessional Services
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 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
Qualification
Required
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
Preferred
AA or Bachelor's Degree preferred
2–4 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
Company
ATLAS Navigators, LLC
Welcome to ATLAS | Advisors That Listen And Serve.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Brendan Kennedy, CPA/ABV/CFF, CVA, ASA
Partner
Darla Chappell
Partner
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