Company Description Kompass Financial LLC is a client-focused organization dedicated to helping businesses improve productivity, profitability, and growth through superior customer satisfaction in the electronic payment space. With over 20 years of experience, the company has built long-term relationships by advocating for clients’ financial and operational needs.
Kompass
Financial LLC specializes in modern payment solutions that support efficient and secure transactions. Team members work closely with clients to understand their challenges and deliver tailored services that support business success.
Role Description The Sales Agent role at Kompass Financial LLC is a full-time remote position focused on driving growth in the electronic payment services market.
The Sales
Agent will identify and qualify leads, conduct virtual sales presentations, and guide prospective clients through the sales process from initial contact to closing. Daily responsibilities include following up with prospects, maintaining accurate records in CRM systems, and collaborating with internal teams to ensure smooth onboarding and ongoing client satisfaction. The role also involves educating clients on payment solutions, answering product and service questions, and providing ongoing support to promote retention and referrals.
Qualifications
Strong communication and interpersonal skills, including the ability to build trust and explain complex concepts clearly.
Customer service and client relationship skills, with a focus on responsiveness, empathy, and problem-solving.
Sales and negotiation skills, with experience in prospecting, closing deals, and meeting or exceeding performance targets.
Knowledge of insurance or financial services and the ability to use industry insights to support client needs.
Training and coaching abilities to educate clients and, when needed, support team learning on products and processes.
Comfort working remotely with strong time management, self-motivation, and organizational skills.
Familiarity with electronic payment solutions or related financial technology is preferred.
Proficiency with common business software and CRM tools; prior experience in B2B sales is a plus.