Independent Sales Consultant
Job Type: Independent Contractor (1099)
Compensation: Commission-Based (Details to Be Confirmed)
Work Arrangement: Flexible / Remote, subject to company requirements
Industry: Business Consulting, Employee Benefits, Financial Services, and Business Development
About Project Blue Financial
Project Blue Financial helps businesses explore opportunities to reduce operating costs, enhance employee benefits, access business funding, and identify potential tax credits, rebates, and incentives.
Through a range of business solutions, Project Blue Financial works with organizations to identify opportunities that may help improve financial efficiency, support employee well-being, and strengthen long-term business performance.
The company aims to help small and midsize businesses access strategies and resources that may otherwise be overlooked.
Learn more at www.projectbluefinancial.com.
About the Role
Project Blue Financial is seeking a motivated, entrepreneurial, and relationship-driven Independent Sales Consultant to help expand its customer base and develop new business opportunities.
In this role, you will connect with business owners, executives, HR professionals, and other decision-makers to introduce Project Blue Financial's services and identify solutions that align with their business needs.
You will help prospective clients explore opportunities related to employee benefits, business funding, and tax credits, rebates, and incentives. By understanding each prospect's challenges and goals, you will help connect businesses with appropriate resources and guide qualified opportunities through the sales process.
This is a 1099 independent contractor opportunity suited to self-starters who enjoy networking, consultative selling, and building their own pipeline of potential clients.
The ideal candidate is a strong communicator who can build trust, identify opportunities, and develop long-term professional relationships.
Key Responsibilities
Business Development and Lead Generation
Identify and develop relationships with prospective business clients.
Generate leads through networking, referrals, professional relationships, outbound prospecting, and other business development activities.
Target small and midsize businesses that may benefit from improved employee benefits, potential tax savings, or business funding solutions.
Connect with business owners, C-suite executives, HR leaders, finance professionals, and other decision-makers.
Build and maintain a pipeline of qualified prospects.
Identify referral sources and strategic partnership opportunities that can generate additional business.
Consultative Sales
Conduct introductory meetings and discovery conversations to understand each prospect's business needs.
Introduce Project Blue Financial's services and explain how they may address specific business challenges.
Help prospective clients explore available employee benefit strategies, tax credit and incentive opportunities, and business funding options.
Ask thoughtful questions to identify potential areas for further evaluation.
Coordinate with appropriate Project Blue Financial representatives to address technical questions and determine next steps.
Guide prospects through the sales process, from initial contact through qualification, proposal, and agreement.
Communicate professionally and set realistic expectations regarding eligibility, potential savings, funding approval, and service outcomes.
Relationship Management
Build trust with prospective and existing clients through consistent, professional communication.
Maintain relationships with referral partners, business advisors, accountants, insurance professionals, and other relevant contacts.
Follow up with prospects to answer questions and move opportunities forward.
Identify opportunities to introduce additional services when appropriate.
Coordinate with internal teams to support a smooth client transition following a successful sale.
Sales Pipeline Management
Track leads, conversations, follow-ups, and opportunities using designated systems.
Maintain organized records of sales activities and prospect information.
Prioritize opportunities based on client needs, potential fit, and readiness to move forward.
Monitor sales progress against mutually established objectives.
Provide feedback on market trends, customer concerns, and business development opportunities.
Professional Development and Market Awareness
Learn Project Blue Financial's services, sales process, and client qualification criteria.
Stay informed about relevant business challenges involving employee benefits, operational costs, tax incentives, and business funding.
Develop effective messaging that communicates the value of the company's services without making unsupported guarantees.
Follow applicable company policies and legal requirements when discussing financial services, employee benefits, tax-related programs, and funding options.
Qualifications
Required Qualifications
Experience in sales, business development, account management, consulting, or a related customer-facing role.
Strong verbal and written communication skills.
Ability to build rapport with business owners and decision-makers.
Confidence initiating conversations and developing new business relationships.
Strong networking, prospecting, and follow-up skills.
Ability to identify customer needs and communicate potential solutions.
Self-motivation and the ability to organize business development activities independently.
Strong interpersonal skills and a professional approach to client relationships.
Willingness to learn Project Blue Financial's service offerings and client qualification process.
Commitment to ethical sales practices and accurate communication.
Preferred Qualifications
Experience selling B2B services or consulting solutions.
Background in employee benefits, insurance, financial services, business funding, payroll, HR, or tax-related services.
Existing relationships with small business owners or professional referral networks.
Experience working with accountants, insurance brokers, financial professionals, or HR consultants.
Demonstrated success generating leads, developing a sales pipeline, and closing business.
Experience working in a commission-based sales environment.
Familiarity with small business operations and the challenges associated with employee benefits and operating expenses.
Who Would Thrive in This Role?
This opportunity may be a good fit for professionals who:
Enjoy meeting business owners and developing professional relationships.
Are comfortable generating their own leads and pursuing new business opportunities.
Want flexibility in how they organize their independent sales activities.
Have an entrepreneurial mindset and take ownership of their results.
Enjoy consultative sales rather than high-pressure transactional selling.
Are motivated by performance-based earning opportunities.
Want to help businesses discover resources and solutions that may support their financial and operational goals.
Professionals with backgrounds in insurance, employee benefits, payroll, HR consulting, financial services, and B2B sales may bring particularly relevant experience.
Compensation and Independent Contractor Structure
This is a 1099 independent contractor position with compensation based on the applicable commission agreement.
Compensation details will be provided during the engagement process and should be confirmed before the position is advertised.
The written agreement should specify:
Commission rates and how commissions are calculated.
When commissions are earned and paid.
Whether recurring commissions or residual income are available.
Whether different services have different commission structures.
Rules governing renewals, cancellations, and ongoing client relationships.
Any eligibility requirements, sales targets, or incentive programs.
This opportunity does not guarantee a particular income level. Actual earnings will depend on the agreed-upon compensation structure and sales results.
As an independent contractor, you would generally be responsible for your own taxes and business expenses, subject to applicable law and the terms of your agreement.
Why Work With Project Blue Financial?
Represent Solutions That Address Real Business Challenges
Help businesses explore opportunities related to employee benefits, business funding, and potential tax credits and incentives.
Build Your Own Professional Network
Develop relationships with business owners, executives, and professionals who serve the small business community.
Enjoy an Entrepreneurial Opportunity
Take initiative in identifying prospects, developing referral relationships, and growing your book of business.
Use a Consultative Sales Approach
Learn about each client's business needs and connect qualified prospects with relevant services.
Pursue Performance-Based Earnings
Build your earning potential through successful business development under the company's established commission structure.
How to Apply
If you are a motivated sales professional who enjoys building relationships, identifying business opportunities, and helping companies explore solutions to their financial and operational challenges, we encourage you to apply.
Please submit your application and include a brief overview of your sales experience, relevant industry background, and business development accomplishments.
Join Project Blue Financial and help businesses discover opportunities to strengthen their operations, support their employees, and pursue sustainable growth.