Job Description
Robert Forsee Holdings is hiring a Sales Advisor to drive growth for its consumer financial services division. You will own the full sales cycle end-to-end with a self-generated pipeline. You bring the sales playbook; we’ll provide the tools, assets, and support you say you need.
Responsibilities
• Build and manage your own pipeline from first contact through signed agreement.
• Design and execute your personal go-to-market plan and outreach strategy.
• Run goal-oriented consults, present solutions and pricing, handle objections, and close.
• Define required support (tools, content, offers) and partner with leadership to implement it.
• Maintain accurate, timely records of activity, pipeline stages, and results in the CRM.
• Provide clear weekly reporting on progress, forecast, and next actions.
Success Metrics
• Consistent flow of qualified meetings you sourced yourself.
• Reliable month-over-month new client revenue at or above target.
• Accurate forecasting and clean CRM hygiene.
• Timely follow-through on all open opportunities.
Qualifications
• 2+ years in a quota-carrying sales role with a self-sourced pipeline.
• Proven track record of finding, advancing, and closing business.
• Strong communication (phone/Zoom and written), organization, and time management.
• High ownership mindset; comfortable operating with autonomy and clear targets.
• Nice to have: experience in consumer services/financial services; CRM proficiency; Spanish/English bilingual.
Location
Remote in OH, Cincinnati preferred.
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