Sales Associate

Flores Financial Services Inc•Santee, CA
•$27 - $37•Onsite

About The Position

FLORES is looking for a driven, relationship-focused Sales Associate to join our Business Development team. This is an opportunity for a dynamic sales professional who thrives on building relationships, identifying opportunities, closing new business, and delivering an exceptional client experience. As a Sales Associate, you will play a key role in growing FLORES by securing new client service contracts and developing long-term client relationships. Working closely with the Director of Business Development, you will help shape sales strategies, expand our market presence, and position FLORES as a trusted strategic partner. Our ideal candidate is a self-starter, quick learner, problem solver, and strategic thinker who can stay organized and think several steps ahead in a fast-paced, performance-driven environment.

Requirements

  • High school diploma or equivalent.
  • 5+ years of sales and client management experience.
  • Experience with CRM software.
  • Strong understanding of basic accounting, HR, and payroll principles.
  • Excellent verbal and written communication skills.
  • Outstanding customer service and relationship-building skills.
  • Strong organizational, project management, and time management abilities.
  • Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
  • Ability to work independently while collaborating effectively with cross-functional teams.
  • Strong critical thinking, active listening, analytical, and problem-solving skills.
  • Ability to adapt quickly to changing business needs and market trends.
  • Proficiency with Microsoft Office/365 applications, including Word, PowerPoint, Excel, and Teams.
  • Professional appearance and adherence to company dress and workplace standards.

Nice To Haves

  • Bachelor's degree in Sales & Marketing, Business Administration, or a related field.
  • Experience selling professional services, HR, payroll, accounting, or related business solutions.
  • Experience with HubSpot or a similar CRM.
  • Experience with project management tools and status dashboards.

Responsibilities

  • Identify, research, and pursue prospective clients through networking, referrals, online research, cold outreach, and other channels.
  • Respond promptly and professionally to leads and inquiries.
  • Conduct sales presentations, product demonstrations, and client meetings.
  • Develop and execute sales strategies aligned with company revenue goals.
  • Negotiate and close new business contracts.
  • Understand pricing structures and develop solutions that meet both client and company needs.
  • Manage NDAs and coordinate contracts and service documentation.
  • Ensure sales and contract activities comply with applicable legal and regulatory requirements.
  • Develop and maintain long-term relationships with clients and prospective clients.
  • Understand client needs and recommend solutions tailored to their goals.
  • Partner with the Director of Business Development and Client Services team to support a seamless client experience.
  • Provide consistent, high-quality service aligned with FLORES' Platinum Service Promise.
  • Support client events and initiatives.
  • Maintain regular client communication and provide updates regarding progress, needs, and opportunities.
  • Strive to under-promise and over-deliver in every client interaction.
  • Work closely with Marketing to align sales and marketing initiatives.
  • Participate in campaigns and initiatives designed to generate new business.
  • Share client feedback, industry insights, and market trends with the Marketing team.
  • Identify creative opportunities to strengthen FLORES' sales and brand presence.
  • Help maintain a strong FLORES presence across LinkedIn, Facebook, Instagram, and X.
  • Attend industry and networking events to identify and develop new business opportunities.
  • Build and maintain a strong network of prospective clients and industry contacts.
  • Maintain accurate and confidential prospect and networking information.
  • Stay current on sales tools, techniques, technologies, and best practices.
  • Maintain an accurate sales pipeline and CRM records.
  • Use CRM software such as HubSpot to manage prospects, opportunities, and client interactions.
  • Prepare pipeline and revenue reports for the Director of Business Development.
  • Conduct market research to identify trends, opportunities, and competitive activity.
  • Develop strategies to expand market share and adjust sales approaches based on market conditions.
  • Support new clients and help ensure a smooth transition into services.
  • Collaborate with cross-functional teams to ensure client requirements are met.
  • Monitor client satisfaction and participate in customer feedback initiatives.
  • Maintain working knowledge of HR, accounting, payroll, financial markets, and financial data analysis and reporting.
  • Manage multiple projects and utilize status dashboards to monitor progress.
  • Maintain strict confidentiality of client and company information.
  • Travel as needed.
  • Perform other duties as assigned.

Benefits

  • Commission
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