Sales Executive (Financial Services)
Schedule- Full-time (40 hours per week)
- Aligned with Sydney business hours
Job OverviewJoin a fast-growing advisory firm supporting businesses in accessing the Australian R&D Tax Incentive. This is an excellent opportunity for professionals with a background in finance or financial services sales who want a stable, remote role with international exposure.
What You'll Be Doing- Work with inbound, pre-qualified leads—no prospecting required
- Engage Australian business clients and understand their financial position and eligibility
- Explain tax incentives and financial benefits in a clear, client-friendly way
- Use a consultative sales approach to guide clients through decisions
- Manage multiple client conversations while maintaining strong follow-ups
- Progress into handling higher-value and more complex client cases over time
- Collaborate with internal advisory teams to deliver a smooth client experience
Who This Is Perfect For- Professionals with experience in financial services, banking, insurance, or accounting
- Professionals who enjoy client interaction and advisory-style selling
- Candidates looking for a remote role aligned to international markets (Australia)
- Individuals comfortable discussing numbers, ROI, and financial benefits
- Those who want to move from pure finance into a more commercial, client-facing role
What We're Looking For- Background in finance, accounting, tax, or financial services sales
- Experience in sales, client advisory, or relationship management
- Strong ability to explain financial concepts in simple terms
- Ability to quickly learn structured, legislation-based services
- Highly organized and able to manage multiple clients at once
- Availability to work Sydney (Australia) business hours
Why Expats Love This Role- 100% remote – work from anywhere
- Exposure to the Australian market and business environment
- Warm leads provided—focus on closing, not chasing
- Competitive earnings with performance-based incentives
- Structured training—no prior R&D tax experience required
- Clear growth into higher-value advisory and client portfolios
Additional Information- Independent Contractor role (long-term, stable engagement)
- Must have your own laptop and reliable internet
- Responsible for your own local taxes and statutory requirements
