Inside Sales Representative — Client Outreach & Consultations (US Hours)

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: TYPE OF WORK

Gig

: SALARY

$5 hour

: HOURS PER WEEK

10

: DATE UPDATED

Sep 3, 2026

JOB OVERVIEW

**About the role**

I own a financial services firm serving small businesses across the US. I need someone to be the first voice prospective clients hear.

You'll be calling leads, following up on inquiries, explaining what we do, running discovery to understand what a prospect needs, calculating their pricing, and booking consultations. For some services, you'll take it all the way to a signed client.

This is a professional role representing a professional firm. Our clients are business owners, and the impression you make is the impression they have of us.

**What you'll own**

- Outbound calls to prospects and inbound follow-up on inquiries
- Explaining our services clearly and confidently — bookkeeping, tax preparation, tax consulting, fractional CFO support, business valuations
- Running discovery calls — asking the right questions to understand what a prospect actually needs: transaction volume, number of accounts, entity type, filing complexity, and so on
- Using our pricing model to calculate a quote from what they tell you, and delivering that number confidently
- Booking and confirming consultations
- Email and text follow-up with prospects
- Keeping notes current so nothing goes cold
- A short weekly summary: calls made, conversations had, quotes given, appointments booked, and what you're hearing from prospects

**Requirements**

- Excellent spoken English. Clear articulation, minimal accent interference, natural conversational pace. This is the single most important requirement.
- Prior phone sales or inside sales experience
- Comfortable with numbers. You'll be gathering figures from prospects and running them through our pricing model on the call.
- Able to ask probing questions without making it feel like an interrogation. Bad inputs produce bad quotes.
- Strong written English for professional emails and texts
- Comfortable on video calls with camera on
- Able to work US Central Time hours consistently
- Reliable internet and a quiet, professional call environment. No background noise, no dogs, no traffic.
- Highly motivated and self-directed. I'm not going to sit on the phone with you.
- Professional judgment. You'll be talking to business owners about their money.

**Nice to have**

- Experience selling professional or financial services
- CRM experience — HubSpot or similar
- Experience with US-based clients
- Familiarity with bookkeeping, tax, or accounting terminology

**Important**

You'll gather information from prospects and calculate pricing using our model. You will not give tax, accounting, or financial advice — anything technical gets routed to me. Know where that line is and stay on the right side of it.

**How you'll communicate with me**

- **Teams** is primary — daily check-ins, questions, notes
- **iMessage** for urgent items is a major plus; **WhatsApp** works as the alternative
- **Video calls with camera on** are required, including a regular check-in
- Keep updates short. Bullets, not paragraphs. Lead with the numbers.

**Access and security**

You'll get access to a CRM and a dedicated work email — not my personal accounts. No shared logins. Client information is confidential and stays that way. You'll sign an NDA before starting.

**How to apply**

Read this carefully. Applications that skip a step get deleted without a reply.

1. Start your message with the word **PIPELINE** on its own first line.
2. Record a video, 2 minutes maximum, camera on. Introduce yourself and tell me about your phone sales experience.
3. Record a second audio or video clip, 60 seconds maximum: leave me a voicemail as if I were a small business owner who filled out a form on our website and hasn't responded. Your call, your words.
4. Tell me about a time you had to ask a prospect uncomfortable questions to figure out what they needed. What did you ask, and how did you keep it conversational?
5. Tell me your current or most recent phone sales role — what you sold, to whom, and what your numbers looked like.
6. Confirm you can work US Central Time hours and describe your call environment and internet setup.
7. Tell me your rate expectation and what text app you use.

Starts off as a gig - but has the potential for a long-term role and salary increases.

SKILL REQUIREMENT

Communication Research Sales

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Inside Sales Representative — Client Outreach & Consultations (US Hours)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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