B2B Financial Sales Specialist

Our client is looking for a B2B Financial Sales Specialist to join a growing advisory firm specializing in the Australian R&D Tax Incentive. This role is ideal for candidates with a background in finance, accounting, or advisory who are looking to transition into a client-facing, revenue-generating role. You will engage with business clients to help them understand and access government-backed R&D tax incentives, combining your financial knowledge with consultative sales skills. All leads are provided, allowing you to focus on advising, qualifying, and closing rather than prospecting.

This role is ideal for previous Financial Analysts, Accountants, Auditors who have transitioned their career across to client facing such as - Advisory, Consulting, Sales.

Schedule

• Monday - Friday, 40 hours per week (Must be flexible to work during Sydney business hours)

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Responsibilities

• Lead Conversion: Manage and convert inbound, pre-qualified leads into successful engagements.
• Financial Analysis: Apply your financial knowledge to understand client structures, expenses, and eligibility for R&D tax claims.
• Consultative Advising: Clearly explain the financial and tax benefits of the R&D Tax Incentive in a commercial manner.
• Relationship Management: Build trust with clients by translating technical and legislative concepts into tangible value.
• Case Progression: Progress from handling straightforward claims to more complex, high-value advisory cases.
• CRM & Collaboration: Maintain accurate CRM records and collaborate with internal tax and advisory teams to ensure a seamless client experience.

Requirements

• Background: Experience in finance, accounting, tax, or advisory is highly preferred.
• Sales Skills: Proven experience in sales, client advisory, or stakeholder management.
• Financial Literacy: Strong ability to understand and discuss financial concepts such as costs, tax benefits, and ROI.
• Regulatory Comfort: Comfortable learning and explaining legislation-based frameworks.
• Organization: Highly organized and able to manage multiple client conversations simultaneously.
• Technical Mindset: Naturally analytical with the ability to interpret financial data and identify opportunities.

Side Note

This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Reminder

Please follow the provided link to BruntWork's Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions with all requirements fulfilled will receive priority review.