Source Job

$45,000–$45,000/yr
US 3w PTO

  • Prospect and discuss Merchant Service and Treasury Management products with small businesses.
  • Work closely with branch managers and staff in assigned territories.
  • Engage in video calls with internal partners and clients; Bilingual Spanish preferred.

Sales Customer Engagement Tech Savvy Relationship Management

20 jobs similar to Virtual Payment Advisor

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$90,000–$150,000/yr
US 3w PTO

Generate revenue growth and manage client relationships in a named account environment. Develop alliances with senior client management, offering recommendations through sales presentations and proposals. Serve as a strategic partner and primary contact, helping clients use data, analytics, software, and tech solutions.

Experian is a global data and technology company, powering opportunities for people and businesses around the world.

US

Converse virtually with clients, weaving financial strategies that empower. Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge.

For the first time in our company's 70+ year history, we are offering qualified candidates the chance to enter financial services on a part-time basis while working fully remotely.

US

  • Contact existing Tekmetric customers to educate them on the integrated payments experience and drive demo attendance.
  • Manage a high volume of outbound calls and Outreach sequences using a prioritized list provided by Payments leadership.
  • Book attended demos with Payments Specialists and ensure clear, accurate handoffs.

Tekmetric is an all-in-one, cloud-based platform helping auto repair shops run smarter, grow faster, and serve customers better. Officially founded in Houston in 2017, Tekmetric has grown from a single shop’s vision to the industry’s leading solution. They value transparency, integrity, innovation, and a service-first mindset.

US 3w PTO

  • Bring in new business by following up on appointments and outbound prospecting.
  • Increase Experian revenue by closing deals with prospects in different industries.
  • Consult with client decision makers to understand needs and present solutions.

Experian has evolved into a global tech company in data and analytics unlocking the power of data to transform lives and create opportunities.

US

  • Go door-to-door or visit local businesses to offer payment processing solutions
  • Educate business owners on how to save money and streamline transactions
  • Close deals and earn activation bonus and monthly commissions + long-term residuals

Xplor provides cloud-based technology solutions that enable small and medium-sized businesses to manage and grow. They aim to help business owners focus on their passion. Xplor has a global network of talented colleagues and is committed to building lasting communities.

US

In this remote role, secure families’ financial well-being by virtually consulting with clients, assessing needs and providing solutions, and fostering lasting relationships. Complete related administrative tasks. No cold calling, with qualified leads provided, and access industry leading tools and technology.

Global Elite Empire is part of Globe Life, one of the largest providers of supplemental coverage to labor unions, credit unions, and associations.

  • Converse virtually with clients, weaving financial strategies that empower.
  • Cultivate client bonds that stand the test of time.
  • Ride the crest of industry trends, fortifying your knowledge.

Global Elite Empire offers qualified candidates the chance to enter financial services on a part-time basis while working fully remotely. The company provides personalized benefits solutions focused on client's security.

US

  • Achieve assigned sales targets and manage multiple accounts.
  • Prospect within existing account territory to identify and qualify new opportunities.
  • Consult with bank & credit union clients on business issues and marketing program design.

Vericast is the financial institution (FI) performance partner that helps banks and credit unions drive growth, improve efficiency, increase engagement and navigate change.

US Canada Unlimited PTO

  • Service a portfolio of small and medium sized business (SMB) customer accounts, working with them effectively to establish payment plans when their business revenues fluctuate.
  • Use negotiation skills to establish a plan with our customers in default to bring them back into good standing.
  • Use empathy and judgment to understand what the customer’s business is going through, how it has affected their revenues, and develop a payment plan to work through it.

Forward Financing is a financial technology company based in Boston, Massachusetts unlocking capital for small businesses across America. Recognized as a Best Place to Work, they invest in their employees, technology, and customer experience.

$70,000–$120,000/yr
US Unlimited PTO

  • Educate physicians about Luna's benefits and services to obtain patient referrals.
  • Build relationships with providers through consistent and targeted outreach.
  • Problem solve and interact with executive level clients as the regional face of Luna.

Luna, established in 2018, is redefining physical therapy with technology and clinical models, operating in 28 states with nationwide partners. They connect patients and providers for a better physical therapy experience, guided by values to make care accessible to anyone, anywhere.

$64,855–$76,300/yr
US

The Retail Account Executive will develop profitable, new business account relationships through merchant services and creates increased profitability from existing accounts. They will identify business opportunities based on knowledge of clients, markets, products, and services. They will also implement and maintain an effective referral network and call program to promote sales.

Elavon is wholly-owned by U.S. Bank, which just happens to be one of the world’s most ethical companies that helps its customers and communities thrive.

US 2w PTO 10w maternity 6w paternity

  • Connecting with Potential Customers: Handling inbound inquiries via phone, email, and text to understand customer needs and recommend tailored insurance solutions that fit their unique situation
  • Exceeding Sales Targets: Consistently meeting or exceeding sales goals by building strong relationships, applying effective sales techniques, and ensuring that every interaction adds value for the customer
  • Showcasing Our Products: Clearly communicating the benefits of our insurance offerings, addressing customer questions with confidence and delivering exceptional service throughout the process

Kin Insurance is redesigning insurance to be smarter, faster, and centered on the customer. They use intelligent pricing, offer seamless bundling, and make every step simple and friction-free. Kin's approach has fostered amazing growth, attracted marquee investors.

$139,300–$161,560/yr
US Unlimited PTO

  • Conduct market research and analysis to identify opportunities and trends.
  • Develop and implement sales strategies to expand market share and achieve revenue targets.
  • Manage the full sales cycle from lead generation to deal closing, including prospecting, pitching, and negotiation.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements, identifying top-fitting candidates for employers. They assist the recruitment teams but do not replace human judgment.

$1,327–$1,327/yr
Mexico 2w PTO

  • Establishes a connection with customers to gather and capture information, to file a first notice of loss claim
  • Provides an overview of the basic claims process and information of a general nature to customers.
  • Receives, screens, and routes incoming telephone calls and other electronic correspondence.

Integon is a division in Mexico of one of the largest insurance companies in the United States of America. They provide support to its insurance company affiliates, offering property and casualty insurance products and have been certified as a Great Place To Work since 2019.

$220,500–$245,000/yr
US Canada

  • Define and execute the roadmap for Partner Powered Wallet solutions, aligning with enterprise goals and market dynamics.
  • Drive new business development and manage existing accounts, tailoring partner solutions to meet client needs.
  • Build and nurture strategic relationships with key partners to expand wallet capabilities and drive mutual growth.

As a leading health tech company that’s founder-led and privately held, we empower our employees to push boundaries, innovate, and shape the future of healthcare.

$100,000–$140,000/yr
US 5w PTO

  • Develop new business through consultative selling to high-level executives and prospecting.
  • Manage the execution of the KUBRA sales process, including proposals and presentations.
  • Assess industry specific markets, pricing strategies, customer needs, and the competition.

KUBRA is a fast-growing company that delivers customer communications solutions to some of the largest utility, insurance, and government entities across North America.

US

  • Experience selling Financial Services to small/large sized businesses
  • Develop relationships with customers and generate new business through pro-active targeted outbound calling
  • Consistently follow up on leads and maintain active pipeline daily

Kapitus is a reliable name in small business financing, acting as a direct lender and marketplace. They have a fast-paced culture and appreciate their teammates by offering great benefits, competitive pay and solid opportunity for growth.

$142,600–$258,800/yr
US

  • Drive sales, retain payment volume and revenue across a segment of Community issuing financial institutions.
  • Proactive creation and execution of opportunities to drive net new growth while retaining and growing the existing portfolio.
  • Articulate the Visa value proposition to various audiences, independently explain critical contract terms and effectively negotiate contracts.

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories. At Visa, you'll have the opportunity to create impact at scale — tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world.