Business Development Consultant

5.0 Tax Saving Professionals – Vero Beach, FL Today
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Business Development Consultant

Tax Saving Professionals is a growing organization in Vero Beach Florida. We are looking for motivated sales professionals, experienced in building their own book of business to sell prospective business owners and high net worth individuals our unique products and services. We offer a base compensation plus commission and bonus. No limit in commission earnings. Advancement for successful sales people can happen quickly for those who are able to leverage their experience building strategic partner relationships. Candidate must be able to quickly connect and build relationships. This position will be responsible for leading the Sales Department to present and deliver an outstanding comprehensive strategic tax and financial plan to support our client’s financial legacy goals.

We are a boutique firm. Our staff works in a collaborative environment to serve our high caliber clients. Collaboration and professional growth are key components of our firm. Our entire team works together to provide excellent service to our clients. This promotes continual learning opportunities.

Primary Responsibilities:
  • Deliver a consistent outstanding client experience to each individual prospective client by exhibiting integrity and the highest professional level of ethical standards
  • Demonstrate ownership and leadership for the recommendation to the prospective client of engaging in our services based off the TSP messaging and prescribed methodology
  • Take responsibility for serving as the client’s primary trusted first point of contact to facilitate TSP’s role as their trusted advisors for tax and financial matters
  • Successfully identify client product needs and effectively present and close their business
  • Understand and achieve sales goal annually
Skills and Requirements:
  • Bachelor’s degree preferred + 2 years of related work experience
  • Prior experience selling services
  • Outstanding listening, communication, and presentation skills using Zoom
  • Team oriented, strong work ethic, and positive attitude
  • Accountable, disciplined, and performance driven
  • Superior rapport and relationship building skills
  • Above average computer skills; Must be proficient in Word, Excel and PowerPoint
  • Ability to multi-task and perform in fast-paced environment
Essential Functions and Basic Duties:
  • Deep level of knowledge of the organization’s products and services and represents the organization with expertise and the highest ethical standards and confidentiality
  • Develop new and existing client relationships to retain services
  • Analyze and understand the client's overall financial goals and objectives and the ability to determine and propose the broad range of the organization’s products and services
  • Ability to qualify prospective clients and propose complex plan of business-related recommendations
  • Develop and qualify new Strategic Partners
  • Build a book of business by acquiring new clients, community outreach, and referrals through small or large group consultations and then a one-on-one personal consultation
  • Effectively create the best possible customer experience and assist clients in understanding how the organization can help them save money on their taxes
  • Develop client relationships and close business to meet and exceed sales targets
  • Ensure company protocol for lead and client tracking, sales processing, and database management
  • Manage the client from initial contact throughout their tenure with the company
The company offers highly competitive compensation and benefits. Each year our staff enjoys 10 days of PTO plus 10 paid holidays.

We would be honored if you applied to join our team! We are an equal opportunity employer, offering a fantastic work environment, and challenging career opportunities.

Please submit your resume and a cover letter including where you saw this position to
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