Now Hiring - Financial Services Company - Sales Representative – Financial Services in Tustin, CA

Full description of the position

Sales Representative - Financial Services (Small Business Focus) Full-Time | Part-Time | Contract Compensation: $75,000 - $150,000 (Base + Commission) Location: Southern California (Hybrid - Tustin Office) About Us We are a growing Financial Services Company specializing in accounting and bookkeeping solutions for small businesses. Our mission is to provide high-quality, extremely competitive back-office services that help business owners stay compliant, profitable, and focused on growth. The Opportunity We're seeking a motivated and relationship-driven Sales Representative to help expand our small business client base across Southern California. This role is ideal for professionals who already have strong business relationships and want to monetize their network with a high-value, in-demand service. You'll be selling recurring accounting and bookkeeping services to established small businesses--creating long-term income potential through commissions. Target Clients * Small businesses with $500K - $5M in annual revenue * Businesses with a physical office or home-based operation * Located in Southern California Ideal Candidate Background This role is perfect for someone who: * Has experience selling back-office services such as accounting, bookkeeping, HR, payroll, insurance, or financial services * Is a current or former : * Commercial business insurance broker/agent * Real estate broker/agent * Professional services sales rep * Has an existing book of business or Rolodex and can hit the ground running * Is confident speaking with business owners, CFOs, and decision-makers Responsibilities * Prospect and develop new small business client relationships * Leverage your existing network to generate qualified leads * Present and sell accounting/bookkeeping service solutions * Maintain accurate pipeline and follow-up activity * Collaborate with internal teams to ensure smooth client onboarding * Attend in-person team sync meetings in Tustin 1 -2 times per week Compensation & Benefits * Base pay + competitive commission structure (based on experience) * Earning potential: $80,000 - $150,000+ annually * Flexible work arrangement (full-time, part-time, or contract) * Strong recurring revenue opportunity * Supportive team environment with proven services and pricing Requirements * Sales experience in B2B or professional services * Strong communication and relationship-building skills * Self-motivated with the ability to work independently * Must be local to Southern California * Ability to attend meetings at our Tustin office 1 -2x weekly Why Join Us? * Extremely competitive pricing that makes selling easier * High demand services for small businesses * Flexible structure with uncapped earning potential * Opportunity to grow with a scaling financial services firm Apply today if you're ready to leverage your experience and network to build recurring income while helping small businesses thrive. Job Types: Full-time, Part-time, Contract Pay: $75,000.00 - $150,000.00 per year Expected hours: 10.0 - 40.0 per week Benefits: * Flexible schedule Work Location: Hybrid remote in Tustin, CA 92780