Financial Sales Representative

Job not on LinkedIn

🔥 8 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $82k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Verisum

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2010

☁️ SaaS

🤝 B2B

🏢 Enterprise

SaaS • B2B • Enterprise

Verisum is a software company that provides a SaaS platform for state and local tax (SALT) professionals at national accounting firms and their corporate clients. The platform automates workforce- and location-based credits and incentives (including Work Opportunity Tax Credit, New Markets Tax Credits, state & local workforce credits, enterprise zones, R&D credits, training grants), offers federal e-filing and compliance, and monitors thousands of jurisdictions. Verisum provides an AI-powered multi-role survey system (mobile/SMS/E-signature), workflow automation, integration with core HR/payroll systems like Workday, one-click client activation, reporting, and enterprise-grade onboarding and support. The product is positioned as a mid/back-office solution to help accounting firms scale SALT service delivery and engage all corporate clients with automated tax credit discovery, compliance, and reporting.

📋 Description

• Educate and consult with individuals and families on financial strategies including cash flow management, infinite banking, and retirement income planning • Conduct virtual meetings to present tailored financial solutions • Follow up with warm leads— no cold calling • Guide clients through financial products like indexed universal life (IUL), annuities, term life, and debt payoff programs • Use CRM tools to manage client relationships and track performance • Participate in regular training sessions and mentorship calls

🎯 Requirements

• Excellent communicator, especially over phone/Zoom • Coachable, driven, and self-motivated • Ability to build rapport and earn trust quickly • Comfortable with remote tools (Zoom, CRM platforms) • Life and Health Insurance License (or willingness to obtain)

🏖️ Benefits

• In-House Lead System : Get connected to individuals who have already requested information—no cold prospecting • Remote Work + Flexible Schedule : Work from anywhere in the United States, on your terms • Complete Training & Licensing Support : We provide resources and comprehensive training • Mentorship from Top Producers : Learn the exact system used by top earners • Advancement Opportunities : Manage a team and access leadership bonuses • Daily Pay : Commission-based compensation, paid directly by carriers • Performance Bonuses : Incentives, profit-sharing, and all-expenses-paid travel to 5-star resorts • Pay Raises every 2 months based on performance • No caps on earnings • Health insurance options available