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Payroll Client Advisor
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-31
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-31
Job specializations:
-
Sales
Outside Sales
Job Description & How to Apply Below
- Responsible for prospecting new clients
- Maintain existing/prospective client records in the CRM system; currently Atlas.
- Responsible for achieving minimum production requirements, including setting first-time appointments
- Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry
- Attend weekly team meetings and weekly one-on-one with leader
- Valid Driver’s License and valid automobile insurance
- Must live in area relative to job posting location
- At least two years of relevant experience
- Excellent prospecting, communication, presentation, and networking skills
- Works well independently and as part of a team
- Professional demeanor and impeccable integrity
- Enjoys cold-calling and speaking with people face to face
- prospecting
- communication
- presentation
- networking
- independently
- teamwork
- professional demeanor
- integrity
- cold-calling
- face-to-face communication
- Valid Driver’s License
- valid automobile insurance
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