Independent Sales Consultant

Job Type: Independent Contractor (1099)
Compensation: Commission-Based (Details to Be Confirmed)
Work Arrangement: Flexible / Remote, subject to company requirements
Industry: Business Consulting, Employee Benefits, Financial Services, and Business Development

Project Blue Financial helps businesses explore opportunities to reduce operating costs, enhance employee benefits, access business funding, and identify potential tax credits, rebates, and incentives.

Through a range of business solutions, Project Blue Financial works with organizations to identify opportunities that may help improve financial efficiency, support employee well-being, and strengthen long-term business performance.

The company aims to help small and midsize businesses access strategies and resources that may otherwise be overlooked.

Learn more at .

Project Blue Financial is seeking a motivated, entrepreneurial, and relationship-driven Independent Sales Consultant to help expand its customer base and develop new business opportunities.

In this role, you will connect with business owners, executives, HR professionals, and other decision-makers to introduce Project Blue Financial's services and identify solutions that align with their business needs.

You will help prospective clients explore opportunities related to employee benefits, business funding, and tax credits, rebates, and incentives. By understanding each prospect's challenges and goals, you will help connect businesses with appropriate resources and guide qualified opportunities through the sales process.

This is a 1099 independent contractor opportunity suited to self-starters who enjoy networking, consultative selling, and building their own pipeline of potential clients.

The ideal candidate is a strong communicator who can build trust, identify opportunities, and develop long-term professional relationships.

• Identify and develop relationships with prospective business clients.
• Generate leads through networking, referrals, professional relationships, outbound prospecting, and other business development activities.
• Target small and midsize businesses that may benefit from improved employee benefits, potential tax savings, or business funding solutions.
• Connect with business owners, C-suite executives, HR leaders, finance professionals, and other decision-makers.
• Build and maintain a pipeline of qualified prospects.
• Identify referral sources and strategic partnership opportunities that can generate additional business.

• Conduct introductory meetings and discovery conversations to understand each prospect's business needs.
• Introduce Project Blue Financial's services and explain how they may address specific business challenges.
• Help prospective clients explore available employee benefit strategies, tax credit and incentive opportunities, and business funding options.
• Ask thoughtful questions to identify potential areas for further evaluation.
• Coordinate with appropriate Project Blue Financial representatives to address technical questions and determine next steps.
• Guide prospects through the sales process, from initial contact through qualification, proposal, and agreement.
• Communicate professionally and set realistic expectations regarding eligibility, potential savings, funding approval, and service outcomes.

• Build trust with prospective and existing clients through consistent, professional communication.
• Maintain relationships with referral partners, business advisors, accountants, insurance professionals, and other relevant contacts.
• Follow up with prospects to answer questions and move opportunities forward.
• Identify opportunities to introduce additional services when appropriate.
• Coordinate with internal teams to support a smooth client transition following a successful sale.

• Track leads, conversations, follow-ups, and opportunities using designated systems.
• Maintain organized records of sales activities and prospect information.
• Prioritize opportunities based on client needs, potential fit, and readiness to move forward.
• Monitor sales progress against mutually established objectives.
• Provide feedback on market trends, customer concerns, and business development opportunities.

• Learn Project Blue Financial's services, sales process, and client qualification criteria.
• Stay informed about relevant business…