Sales Consultant, Financial Industry

Unboxed Technology Richmond , VA 23220

Posted 3 months ago

Want to work in a fun, collaborative environment with a talented team of wicked-smart, uber-creative, highly-energetic humans who love to laugh (even at themselves) as hard as they work? Meet Unboxed Technology. That's us. We solve problems. We innovate. We're fast (like start-up fast), flexible (just don't ask us to touch our toes), and we love to win.

We are looking for a Sales Consultant who enjoys building a B2B pipeline over the phone, at conferences and via webinars. The ideal candidate will be a team player that is motivated to win deals but knows how to use a consultative sales approach.

You understand launching new product lines and see how Unboxed's training content, sales tools, and learning management systems could help potential clients meet and exceed their goals.

Youll generate qualified sales opportunities by responding to marketing generated leads, inbound interest and targeted outbound prospecting. Youll proactively identify prospects and call on senior level decision makers. You will develop partnerships with resellers and foster on-going relationships to keep Unboxed top of mind.

Persuasive and tenacious, you'll serve as the first impression of Unboxed and our products. You learn quickly, work independently, collaborate effectively, and push yourself to work within a tight timeline.

Specific Responsibilities

  • Use a variety of lead-generating tools to identify, contact, and qualify prospects in the finance industry.
  • Set appointments to consult with prospective clients and facilitate product demonstrations.
  • Travel to client sites for additional sales presentations and contract negotiations.
  • Review, respond, and follow up on all sales inquiries generated from the Unboxed website, social media, and other marketing channels.
  • Regularly meet and exceed lead generation and revenue goals.
  • Log all sales activity in HubSpot to accurately track potential opportunities.
  • Regularly present sales metrics and recommendations to win new prospects.
  • Represent Unboxed at trade shows, conferences, and other events as needed.


  • Expertise in sales tools. You know your way around software like HubSpot, ZoomInfo, and others.
  • Top-notch communication skills. Youre fluent in Microsoft Office, write clear and concise content, and engage your audience with new business presentations.
  • Exceptional attention to detail. You stay on top of all forms of communication and make sure there are no loose ends.
  • Self-starter attitude. You adapt quickly to change, are comfortable with ambiguity, and easily manage your tasks.
  • Up to 20% travel required
  • You are able to work in a dynamic, changing environment with minimal direction


  • 5+ years sales experience required
  • Bachelors degree preferred
  • Experience in the Finance industry required, specifically as:
    • External wholesaler
    • Internal Wholesaler
    • Investment company trainer
    • Investment company product line owner

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee will be required to remain in a stationary position for long periods of time as well as occasionally move about inside the office.

Work Environment: This job operates in a professional office environment. The role routinely uses standard office equipment such as computers, phones, photocopiers, etc.

Please note that this job description does not contain a comprehensive list of responsibilities and tasks required for this role. The job description, as well as its responsibilities and tasks, may change at any time with or without notice.

At this time, Unboxed will not sponsor a new applicant for employment authorization for this position.

Unboxed is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to gender, race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status protected by applicable national, federal, state or local law. Unboxed promotes a drug-free workplace.


And how about our culture? Heres a peek:

  • No corporate bureaucracy
  • Positive, encouraging atmosphere. We look for solutions and always support one another
  • Shorts, flip-flops, and smiles are encouraged
  • Unlimited snacks, drinks, and coffee
  • Flexible work schedule with plenty of time off
  • Training opportunities and regular team outings
  • Competitive compensation and benefits package

Want to know more? For the 3rd year in a row, Unboxed Technology was named one of Richmond's Top Workplaces by The Richmond Times Dispatch:

Unboxed Technology. Contributing to the world by creating new ways to educate and empower people since 2009.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Deloitte Risk & Financial Advisory Consultant (FullTime) (Virginia Tech Richmond)

Deloitte & Touche L.L.P.

Posted 6 days ago

VIEW JOBS 9/12/2019 12:00:00 AM 2019-12-11T00:00 Do you thrive in times of disruption? Have a passion for turning challenges and opportunities into long-term competitive advantages? As a Consultant in Deloitte Risk & Financial Advisory, you'll have the opportunity to gain valuable hands-on experience working alongside leading professionals across diverse industries while building your professional skills in a variety of project experiences. Our Deloitte Risk & Financial Advisory practice helps organizations effectively navigate business risks and opportunities—from strategic, reputation, and financial risks to operational, cyber, and regulatory risks—to gain competitive advantage. We apply our experience in ongoing business operations and corporate lifecycle events to help clients become stronger and more resilient. Our market-leading team's help clients embrace complexity to accelerate performance, disrupt through innovation, and lead in their industries. Work you'll do As a Consultant, you will have the opportunity to work on multiple projects leveraging your business or technology related degree to help our clients more confidently make decisions to drive performance. You will help our clients embrace change, grow their business, accelerate performance, and navigate periods of crisis or controversy and emerge resilient. The type of work you focus on will be influenced by your office placement and business needs. Your recruiter will be able to provide more information about our offices. Projects may be aligned to the following areas and include: * Internal Audit & Assurance: Helping clients advance transparency, relevance, and the quality of information disclosed to the markets and investors so that they can meet regulatory and attestation requirements. Inspecting accounting systems and controls for improvement opportunities, leveraging our methodologies to help clients improve their information technology controls or technology risk management programs, and/or participate in the development or execution of internal audit strategic plans * Regulatory & Operational Risk: Supporting clients with their most pressing regulatory and operational challenges. Helping them to identify, remediate, monitor, exploit, and manage enterprise risks and create value through implementing a compliant, resilient enterprise * Forensic: Assisting with compiling, analyzing, and documenting facts for matters under investigation or in litigation and helping clients manage and respond to internal and external investigations, regulatory concerns, litigation, and other business controversy * Risk Intelligence: Helping clients to embrace their most strategic risks, providing a platform of advisory services that enable senior executives to plan for, spot, assess, manage, and respond to brand and reputational, financial, catastrophic risks and unforeseen threats that could undermine their competitive position and jeopardize their critical assets, reputation or financial standing Regardless of project type, your work will require: * Proficiency in verbal and written communication skills essential to interacting with clients and teams * Ability to work independently and manage multiple projects/assignments/responsibilities in a fast-paced environment * Problem solving and critical thinking skills * Ability to quickly and concisely research and collect data from unique places * Ability to synthesize data and convey information in a meaningful way The team Deloitte Risk & Financial Advisory helps organizations navigate a variety of risks to lead in the marketplace and disrupt through innovation. The insights of our professionals, combined with our specialized products and services, help clients learn how to embrace complexity and leverage their position of strength to accelerate performance. Learn more about our Deloitte Risk & Financial Advisory practice at Deloitte. Qualifications Required: * Undergraduate or Master's degrees in the following majors will be considered: o Accounting or related degree. A concentration in management information systems, business analytics or other business technology related areas is a plus o Technology related degree such as Management Information Systems, Business Analytics, Computer Science, Computer Information Systems, Data Analytics, Engineering, Information Science/Management and Math o Other majors will be considered with a concentration in accounting or a related area * A strong understanding of Windows-based applications including proficiency with Microsoft Excel, Word, and PowerPoint * Travel (domestic and possibly international) up to 75% may be required, depending on role and location * Limited immigration sponsorship may be available Preferred: * Meets minimum requirements for CPA eligibility or other relevant certifications before beginning full-time employment * Strong academic track record (minimum GPA of 3.2) * Relevant work experience or work experience in a professional environment (e.g., internships, summer positions, school jobs) How you'll grow Through your variety of experiences at Deloitte, you will have the opportunity to develop analytical, communication, and leadership skills that can help you achieve your full potential, no matter what career path you eventually choose. You will be continually challenged by your clients, your team members, and your peers. Along the way, you will have access to mentoring, counseling, and training opportunities to help foster and accelerate your development of new skills and capabilities. For new campus hires, we offer extensive onboarding and new hire training to help you hit the ground running. You'll travel to Deloitte University for national new hire training that includes technical and soft skills training, as well as invaluable networking opportunities. Explore Deloitte University, The Leadership Center. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Deloitte's culture Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte. Corporate citizenship Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte's impact on the world. Recruiter tips We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you're applying to. We also suggest that you brush up on your interviewing skills and practice discussing your experience and job history with a family member, friend, or mentor. Check out recruiting tips from Deloitte professionals. As used in this posting, "Deloitte Advisory" means Deloitte & Touche LLP, which provides audit and enterprise risk services; Deloitte Financial Advisory Services LLP, which provides forensic, dispute, and other consulting services; and its affiliate, Deloitte Transactions and Business Analytics LLP, which provides a wide range of advisory and analytics services. Deloitte Transactions and Business Analytics LLP is not a certified public accounting firm. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. These entities are separate subsidiaries of Deloitte LLP. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Requisition code: S20VATEF21JULSL-RFA * * * * * * Deloitte & Touche L.L.P. Richmond VA

Sales Consultant, Financial Industry

Unboxed Technology