Client Sales Representative

    Nuvant Consulting Group

    ✓ Verified pay & product
    🇺🇸 United States
    Remote
    Financial
    Hybrid
    See your match score
    Posted Today
    $67k–$87kOTE

    Hybrid

    Work Type

    Remote

    Vertical

    Financial

    Source

    himalayas

    About this role

    OverviewEvery business owner wants to know they aren't overpaying to get paid. As a Client Sales Representative, you sit down with owners, look at how money moves through their business today, and show them a better setup.This is a full-time remote position with clear weekly goals and coaching from advisors who have done the work. Pay is performance based, so

    what you earn grows with the accounts you bring on, with bonuses for strong months. People who have managed client relationships or carried a sales target before tend to settle in quickly.

    What You'll Do Talk with business owners about how they accept payments today Review their current rates, fees and equipment Put together a payment setup that fits how they actually sell Answer questions honestly and guide each owner to a decision Get new accounts set up and running on time Keep every conversation and next step organized in the CRM Who Fits Confident, clear communicator who earns trust with owners Comfortable making a recommendation and asking for the business Self-directed, with steady habits when working remotely Sales, account management or banking background is a strong plus What's Offered Full-time role you work from home Structured onboarding and ongoing coaching Earnings tied to the accounts you open, plus monthly bonuses Room to grow based on results Originally posted on Himalayas

    Commission Structure

    Base Salary

    Not disclosed — ask in interview

    Commission

    Structure not specified

    OTE

    $87k (range: $67k–$87k)

    Ramp Period

    Not mentioned — clarify timeline

    Requirements at a Glance

    Bachelor's Degree·Required
    Account Management·Required skill

    Typical Day — Sales Rep

    High-volume calls50–80/day
    Quick demos6–10/week
    Activity metricsDaily

    Estimates based on role type and selling motion — actual may vary by company.

    Role Signals

    Green Flags

    ✓
    Remote Friendly

    Location flexibility

    Financial Services — Interview Intel

    Typical Sales Cycle

    3–6 months (Retail) · 6–18 months (Institutional)

    Common Buyer Objections

    • "Regulatory concerns — need compliance approval"
    • "We already have a vendor for this"
    • "Need to see 3-year track record"
    • "Committee-based decision — multiple approvers"

    Key Industry Metrics

    AUM (Assets Under Management)Risk-Adjusted ReturnsCompliance Pass RateClient Retention RateRevenue Per Advisor

    Hot Topics to Reference

    • • AI in fraud detection and compliance
    • • Open banking APIs
    • • ESG investing mandate shifts
    • • Embedded finance partnerships

    Use these insights to speak the buyer's language in interviews.

    Tags

    Client-Sales-Representative
    Sales
    Account-Executive
    Business-Development-Representative
    Client-Sales-Specialist
    —

    Why are you interested in this role?

    Template question
    —

    What motivates you in a sales environment?

    Template question
    —

    How do you handle rejection?

    Template question
    Research Nuvant Consulting Group's product, recent news, and key competitors
    Review relevant certifications and licensing requirements
    Prepare to discuss your home office setup and self-management discipline
    Review the job description and map your experience to each requirement
    Role Insights

    This client sales representative position with Nuvant Consulting Group offers an opportunity to develop your sales career in a competitive market.

    Licensing requirements (Series 7, 63, etc.) may be needed or beneficial.

    This remote-friendly role provides geographic flexibility while maintaining access to a financial services market.

    The compensation range of $67k–$87k OTE suggests a standard package for this market segment.

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