Inside Sales Representative - Tax, Investments, Legal

Total compensation: $150k to $200k. Base salary will depend on experience.Brandon Clark with the Connexa Search Group is partnering with a growing privately held company in the Greenville, SC area, to search for someone to be their Sales Associate. Brandon's LinkedIn profile is open to DM, please reach out directly to ensure your resume is reviewed in a timely fashion. https://www.linkedin.com/in/brandonclarkrecruiter/OverviewThis is a fast-paced and busy schedule sales role focused on working with financial professionals, including CPAs, investment advisors, and attorneys. The company generates strong inbound volume through digital marketing and online funnels, so you are not starting from scratch. A significant part of the role involves educating clients on tax credit opportunities tied to the offering, which means you need to be sharp, comfortable with complexity, and able to communicate it clearly. If you enjoy being on the phone, staying intellectually engaged, and working in an environment where there is always something going on, this is worth a look. This can be a great role for someone who understands tax credits. No CPA required but would be a great option for someone who is a CPA or investment advisor and wants to make a career shift. ResponsibilitiesManage a consistent pipeline of inbound leads generated through digital marketing and online channels, with targeted outbound follow-up to advance opportunitiesEducate prospective investors and financial professionals on product details, investment structure, and available tax credit opportunities in a clear and compelling wayHost and present webinars for groups of up to 30 financial professionals, including CPAs, investment advisors, and attorneysMaintain a high volume of phone-based client interactions with energy, professionalism, and precision throughout the dayBuild and sustain strong relationships with investor clients and referring professionals over the long termStay current on product developments, tax credit regulations, and market trends relevant to the investment offeringManage your pipeline, follow-ups, and documentation with a high degree of organization and attention to detailRequirements2+ years of experience in a sales, financial services, or professional client-facing role; more experience is welcomeDemonstrated ability to communicate complex financial or tax-related concepts clearly and confidently to sophisticated audiencesExperience presenting to groups or conducting webinars is a strong plusSharp, polished, and highly organized with a strong attention to detailIntellectually curious and comfortable operating in a fast-paced, high-call-volume environment where you are on the phone extensivelyPositive energy, a genuine enjoyment of being busy, and a desire to be consistently challengedBachelor's degree preferred; relevant experience and a strong track record will be consideredPlease give Brandon Clark a "follow" on LinkedIn.Connexa does not advertise all of their positions publicly on LinkedIn. Please follow the Connexa LinkedIn page for updates about opportunities. https://www.linkedin.com/company/the-connexa-groupBrandon Clark's LinkedIn profile is open to receive messages from anyone, please message them directly for a quicker response. https://www.linkedin.com/in/brandonclarkrecruiter/Total compensation: $150k to $200k. Base salary will depend on experience.