Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Account Manager - Financial Sales

ClearOne Advantage

Job Opportunity

You're a positive, motivated person seeking an opportunity with huge financial and career growth potential. You connect quickly with others, enjoy building relationships, appreciate variety in the work you do and the pure pleasure of helping people.

Why You?
  • Goal Oriented – You have a sense of urgency in completing your assigned tasks
  • Multitasking – You like working with multiple people with differing needs
  • Competitive – You like to WIN!
  • Persuasive – You can quickly engage strangers to align their need with our products/services
  • Empathetic – You connect quickly to the needs of others and can adapt your presentation to match.
Why You'll Love It Here
  • Base wage (very competitive)
  • UNCAPPED commissions paid monthly (top producers making over six figures)!
  • INCENTIVES - gamification, contests in a casual and fun working environment
  • Employee development, coaching and training
  • The Industries best marketing/leads – NO cold calling!
  • Work-life balance with a 40-hour work week.
  • 100% remote with all equipment provided.
What You'll Be Doing
  • Review financial statements and credit reports to determine eligibility of clients
  • Receiving inbound calls and applications from potential clients through a variety of marketing resources
  • Assisting customers by gathering information on their financial situation and presenting possible solutions, including enrollment into our program
  • Provide customers with accurate information regarding their financial analysis
  • Maintaining a consultative relationship with the customer throughout the process
  • You will gain expertise in alignment of clients' needs with the benefits of our program and how we accelerate their path to financial independence
  • Execute orders using the company's central database and computer system
Are You Qualified? (We Hope So!)
  • 3 years of continuous sales experience (inside/phone preferred but not required)
  • Lending experience preferred but not required
  • Commissioned sales experience - we want to speak with folks who want more than a base wage!
  • Track record of success and top-ranking sales performance
  • Maintain and build relationships with new and existing customers
  • Review potential opportunities and develop sales strategies for each customer account
  • Track record of maintaining, prospecting, and developing an account base
  • Achieved BA/BS degree or equivalent (not required)

AAP/EEO Statement

ClearOne Advantage provides equal employment opportunity to all employees and job seekers without regard to race, color, religion, national origin, sex, age, disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other protected characteristic under federal, state or local laws.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Account Manager - Financial Sales in United States vacancy
  • $55k - $119.6k

     ...opportunity to contribute to the company's success. As an Account Manager within PNC's Financial Wellness Solutions organization, you will be based in...  ...maintaining assigned long‑term client relationships. Provides sales or consultative support to clients and serves as the... 
    Suggested
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement

    Fairygodboss

    Cincinnati, OH
    4 days ago
  • $55k - $119.6k

     ...and competitive advantage in the markets we serve. As an Account Manager within PNC’s Financial Wellness Solutions organization, you will be based in...  ...Develop and maintain long‑term client relationships; provide sales or consultative support and serve as liaison between... 
    Suggested
    Contract work
    Temporary work

    Fairygodboss

    Columbus, OH
    4 days ago
  •  ...Account Manager At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united...  ...success. As an Account Manager within PNC's Affiliated Banking - Financial Wellness Solutions organization, you will be based in San... 
    Suggested
    Full time
    Temporary work
    Part time
    Work at office

    PNC

    San Antonio, TX
    4 days ago
  • Account Manager As an Account Manager within PNC's Affiliated Banking - Financial Wellness Solutions organization, you will be based in Charlotte, NC or Raleigh, NC. In this role you will work directly with clients to design, implement, and advance financial wellness programs... 
    Suggested
    Temporary work

    PNC Financial Services Group, Inc.

    Charlotte, NC
    1 day ago
  •  ...opportunity to contribute to the company’s success. As an Account Manager within PNC's Affiliated Banking - Financial Wellness Solutions organization, you will be based...  ...client relationships under supervision. Provide sales or consultative support to clients and serve as the... 
    Suggested
    Contract work
    Temporary work
    Work experience placement

    PNC

    Atlanta, GA
    13 hours ago
  •  ...assigned long-term client relationships Provides sales or consultative support to clients and serves as the...  ...documentation of client requirements Forecasts and tracks key account metrics May identify customization needs Manages processes outlined in the contract and partners to... 
    Contract work

    Jobtailor

    San Francisco, CA
    1 day ago
  • Position Overview As an Account Manager within PNC's Affiliated Banking - Financial Wellness Solutions organization, you will be based in Atlanta, GA. You will work...  ...client relationships under supervision. Provide sales or consultative support to clients and act as liaison... 
    Contract work
    Temporary work
    Visa sponsorship
    Work visa

    PNC Financial Services Group

    Atlanta, GA
    13 hours ago
  • $180k - $240k

    Account Manager, Financial Institutions Group page is loaded## Account Manager, Financial Institutions Grouplocations: Newport Beach, CA USA: Austin, TX USA: New York, NY USAtime type: Full timeposted on: Posted Yesterdayjob requisition id: R105968PIMCO is a global leader... 
    Flexible hours
    Shift work

    PIMCO Europe Ltd.

    Newport Beach, CA
    3 days ago
  •  ...opportunity to contribute to the company's success. As an Account Manager within PNC's Affiliated Banking - Financial Wellness Solutions organization, you will be based...  ...assigned long‑term client relationships. Provides sales or consultative support to clients and serves as... 
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Work at office

    Fairygodboss

    Phoenix, AZ
    13 hours ago
  •  ...Account Manager At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united...  ...success. As an Account Manager within PNC's Affiliated Banking - Financial Wellness Solutions organization, you will be based in... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Charlotte, NC
    13 hours ago
  • Nucor is seeking an Accounting Manager to lead the division's accounting function, delivering accurate close processes and partnering with leaders to drive performance. This role develops teammates, shapes culture, and aligns with division priorities. Responsibilities... 

    Fisher & Ludlow Div Of Harris Steel Ltd.

    Cofield, NC
    4 days ago
  • Delta Community Credit Union is seeking an Accounting Manager to provide leadership for the Accounting Department, oversee month-end and year-end close, and ensure accurate financial reporting and internal controls. This role interacts with senior management and regulatory... 

    Delta Community Credit Union

    Atlanta, GA
    3 days ago
  • PNC is seeking an Account Manager in Charlotte, NC, to develop financial wellness programs for clients. You will work directly with businesses to enhance their employee financial solutions and foster lasting relationships. This role requires strong account management skills... 

    Fairygodboss

    Charlotte, NC
    13 hours ago
  • $83k - $104k

    The Community Foundation for Southeast Michigan is looking for an Accounting Manager to oversee the financial operations and manage a team. Candidates should have a strong background in accounting and nonprofit experience is a plus. Responsibilities include leading financial... 

    Community Foundation for Southeast Michigan

    Detroit, MI
    4 days ago
  • PNC Financial Services Group, Inc. in Houston, TX is seeking an Account Manager for their Financial Wellness Solutions team. The role involves collaborating with clients to implement financial wellness programs and providing innovative solutions tailored to their needs.... 

    PNC Financial Services Group, Inc.

    Houston, TX
    2 days ago
  • $38.32 - $42.65 per hour

    Vancity (2.0) is hiring an Account Manager II at the Brentwood Community Branch. This full-time, temporary role requires excellence in customer...  ...face-to-face. Responsibilities include providing tailored financial advice, assessing needs, and creating plans to help members... 
    Hourly pay
    Full time
    Temporary work

    Vancity (2.0)

    Brentwood, MD
    3 days ago
  • PNC Financial Services Group, Inc. is hiring an Account Manager for Financial Wellness Solutions in Little Falls, NJ. This position involves developing client relationships, offering financial wellness solutions, and negotiating service agreements. The ideal candidate will... 
    Work at office

    PNC Financial Services Group

    Little Falls, NJ
    3 days ago
  •  ...leading building materials supplier is seeking an experienced Accounting Manager in McKees Rocks. The role involves overseeing daily accounting operations, ensuring compliance with GAAP, and managing financial reports. Ideal candidates will possess a Bachelor's in... 

    Reed Building Supply, LLC

    Pennsylvania
    2 days ago
  • PNC is seeking an Account Manager in Atlanta, GA. The role involves developing long-term client relationships and providing consultative support...  ...managing client expectations within the Affiliated Banking - Financial Wellness Solutions organization. The ideal candidate should... 

    PNC

    Atlanta, GA
    4 days ago
  • $135.19k - $196.8k

     ...millions of people rely on to live a healthier financial life. We work with thousands of...  ...easy for people to connect their financial accounts to the apps and services they want to...  ...within the Data Partnerships organization manages complex and dynamic relationships with high... 
    Work experience placement
    Local area

    Plaid

    San Francisco, CA
    4 days ago
  • PNC Financial Services Group, Inc. is looking for an Account Manager based in Atlanta, GA. The role involves collaborating with clients to enhance financial wellness...  ...management, with strong negotiation and sales skills. The position offers a comprehensive benefits... 

    PNC Financial Services Group

    Atlanta, GA
    3 days ago
  • Buddha Jewelry is seeking an Accounting Manager to own the accounting function and ensure financial integrity. This hands-on role will supervise the Staff Accountant, drive operational excellence, and partner with the COO/CFO to provide timely financial insights. Based... 

    Buddha-Jewelry

    Seattle, WA
    4 days ago
  • Colusa Indian Community Council is seeking an experienced Accounting Manager to organize and supervise all general accounting activities, maintain robust accounting systems, and deliver timely financial statements and analyses. The role prioritizes accuracy, internal controls... 

    Colusa Indian Community Council

    Colusa, CA
    3 days ago
  • PNC is seeking an Account Manager in Raleigh, NC, focused on Financial Wellness Solutions to develop client relationships and enhance financial wellness programs. The ideal candidate will have over 3 years of relevant experience, a Bachelor's degree, and strong negotiation... 
    Full time

    Habitat For Humanity Of Durham

    Raleigh, NC
    2 days ago
  • PNC is seeking an Account Manager in San Francisco to develop and maintain long-term client relationships. You will serve as a point of contact for clients, assist in contract negotiations, and manage key account metrics, ensuring a positive relationship through effective... 
    Contract work

    PNC

    San Francisco, CA
    1 day ago
  • Fairygodboss is seeking an Account Manager to enhance client relationships and deliver financial wellness solutions. This role requires 3+ years of experience and involves liaising between clients and operational servicing units. You will negotiate servicing agreements... 

    Fairygodboss

    Phoenix, AZ
    4 days ago
  •  ...business development organization is seeking an experienced Accounting Manager in Wisconsin. This full-time role involves overseeing accounting...  ...compliance with regulations, and supporting the CFO with financial reporting. The ideal candidate has over 5 years of... 
    Full time

    Lac du Flambeau Business Development Corporation

    Lac Du Flambeau, WI
    4 days ago
  • $55k - $119.6k

    PNC is seeking an Account Manager within their Financial Wellness Solutions organization in Columbus, Ohio. This position focuses on client satisfaction and retention by delivering innovative financial wellness programs through a consultative approach. The ideal candidate... 

    Fairygodboss

    Columbus, OH
    4 days ago
  • PNC is seeking an Account Manager in Charlotte, North Carolina. This role involves developing long-term relationships with clients, implementing financial wellness programs, and driving engagement across various sectors. The ideal candidate will have a bachelor's degree... 
    Work at office

    Fairygodboss

    Charlotte, NC
    1 day ago
  • JMJ PHILLIP is seeking an experienced Accounting Manager in Charlotte, NC to oversee monthly close, financial reporting, and internal controls. You will supervise accounting staff, ensure accuracy, and partner with leadership on budgeting and strategic initiatives. The... 
    Work at office

    JMJ PHILLIP

    Charlotte, NC
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Account Manager - Financial Sales. Be the first to apply!