Outside Sales Account Manager
Milman Search Group
Job Description
Job Description
About the Opportunity
Our client is an industry leading high-end credit and identity protection service, and they are seeking a relationship-driven Outside Sales Account Manager to help grow their business through relationship driven consultative selling in the financial industry of Los Angeles.
This is a highly relationship-oriented sales role focused on building partnerships, generating new business, and closing opportunities through in-person relationship development. You will call on business managers, wealth advisors, accountants, and other trusted professionals to drive referral relationships with their clients and build revenue growth. Their clients are the high-net worth individuals that use the credit and identity service, so your sale is get them to sign their clients up for the service.
This is not a remote sales role, call-center environment, or high-volume transactional sales seat. We are looking for someone who is polished in person, disciplined in follow-up, and excited to build business through face-to-face interactions and trusted partnerships.
What You’ll Do
- Build and grow strategic referral relationships across Los Angeles
- Develop partnerships with business managers, wealth advisors, banks, and other trusted channels
- Manage the full sales cycle—from relationship development through close
- Conduct discovery meetings, presentations, and follow-up conversations
- Reactivate dormant relationships and expand partner activity
- Maintain a disciplined pipeline and CRM process (HubSpot)
- Represent the company professionally at meetings, lunches, dinners, and networking events
What Success Looks Like
This is a highly accountable, metrics-driven role with clear expectations, including:
- Strong in-person meeting schedule
- Consistent business development and partner outreach
- Disciplined CRM usage and pipeline management
- Relationship-first selling with strong follow-up habits
- Revenue generation and quota attainment
What They’re Looking For
- 1-4 years of outside sales experience
- Strong in-person communication and relationship-building skills
- Experience managing a sales pipeline and closing business
- High level of organization and follow-through
- CRM experience (HubSpot or Salesforce preferred)
- Why This Role Stands Out
- Full and complete training when you start
- You will offer a premium service with an effective result
- If you are smart and energetic, you will have success
- Relationship-driven selling vs. transactional cold calling
- In-person business development
- Business-development budget for relationship building and client entertainment
Vacancy posted 25 days ago
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