Field Consultant

Job Description Job Description Field Sales Consultant | Company Vehicle Program | Comprehensive Training Base Salary Commission Residual Income | $60K-$150K Annual Potential Dallas, TX| Full-Time | Professional Development Opportunities ABOUT opt UNITED STATES opt United States is a rapidly expanding financial services firm specializing in business credit solutions, corporate funding strategies, and wealth-building consultation for entrepreneurs and small business owners. We provide comprehensive financial guidance that helps clients access capital, structure their businesses effectively, and achieve long-term financial success. As we continue our national expansion, we’re seeking accomplished sales professionals to join our field consulting team and build rewarding careers while making meaningful impacts on our clients’ financial futures. POSITION OVERVIEW The Field Sales Consultant conducts in-person financial consultations with business owners at their locations—offices, homes, or meeting spaces. This is a relationship-driven, consultative sales position focused on understanding client needs and presenting tailored business credit and funding solutions. Our consultants serve as trusted financial advisors, not transactional salespeople. All client leads are pre-qualified and scheduled by our marketing team. You’ll focus entirely on conducting high-quality consultations and building lasting client relationships. KEY RESPONSIBILITIES • Conduct 5-7 in-person consultations daily with pre-scheduled, qualified prospects • Present business credit programs and funding solutions through consultative approach • Guide clients through application processes and enrollment procedures • Develop and maintain long-term client relationships with ongoing support • Utilize company-provided sales frameworks, materials, and presentation resources • Maintain accurate records in company CRM system • Collaborate with remote operations team for seamless client onboarding • Participate in weekly coaching sessions and professional development training • Represent opt United States professionally in all client interactions COMPENSATION STRUCTURE Base Salary: $20/hour ($3,200/month minimum guarantee) Performance Commission: $1,000 per closed client - Average performance: 10-15 clients/month after initial ramp period - Commission paid monthly Residual Income: 2% share of client lifetime value - Builds passive income stream over time - Continues as long as client relationship remains active - Top consultants earn $3,000-$10,000/month in residuals after 18-24 months Vehicle Benefits: Company Vehicle Program (details below) Additional Benefits: - Comprehensive product and sales training (fully paid) - Professional development opportunities - Clear advancement pathway to senior positions Earnings Progression (Typical Consultant): Months 1-2 (Training Period): $3,200/month base compensation Months 3-4 (Ramp Period): $6,000-$9,000/month Months 5-12 (Full Production): $12,000-$18,000/month Year 2: $18,000-$30,000/month (including growing residual income base) Top-performing consultants with established client portfolios earn $25,000-$40,000/month. COMPANY VEHICLE PROGRAM Upon successful completion of 90-day probationary period and achievement of performance benchmarks, eligible consultants qualify for our Company Vehicle Program: Program Structure: - Company sources and finances quality vehicles (trucks, SUVs, or sedans based on territory needs) - Zero-interest financing over 30-36 month term - Monthly payment covered by company when performance targets are met - Vehicle available for both business and personal use - Full title transfer to employee upon completion of financing term This program enables consultants to build vehicle equity while the company covers the cost, creating tangible long-term value beyond base compensation. QUALIFICATIONS Required: - Valid driver’s license with clean driving record - Reliable personal transportation (until vehicle program qualification) - Professional communication skills and business-appropriate presentation - Proven ability to work independently and manage time effectively - Proficiency with technology (smartphone, laptop, CRM systems) - High school diploma or equivalent - Ability to pass comprehensive background check Preferred: - Professional sales or consulting experience - Knowledge of financial services, business credit, or entrepreneurship - Established network within small business community - College degree in Business, Finance, Marketing, or related field - Bilingual capabilities (particularly Spanish, Mandarin, Vietnamese, or other major languages) Success Profile: Our most successful consultants are self-directed professionals who thrive in autonomous environments, possess strong interpersonal skills, demonstrate consistent goal achievement, and maintain genuine interest in helping clients succeed financially. TRAINING & PROFESSIONAL DEVELOPMENT Week 1 - Comprehensive Onboarding: - Product knowledge and industry education - Consultative sales methodology training - Systems and technology orientation - Presentation skills development - Compliance and professional standards Week 2 - Applied Learning: - Shadow senior consultants on actual client appointments - Observe proven consultation techniques - Hands-on CRM and materials training - Q&A sessions with experienced team members Week 3 & Ongoing - Independent Practice with Support: - Begin conducting own appointments with full operational support - Daily team collaboration sessions - Weekly one-on-one coaching with sales leadership - Monthly professional development workshops - Access to comprehensive resource library and training materials - Continuous mentorship and skill refinement CAREER ADVANCEMENT PATHWAY opt United States promotes exclusively from within and provides clear advancement opportunities: Field Sales Consultant → Entry position (Months 1-12) Senior Consultant → Advanced role with mentorship responsibilities and enhanced commission structure (Months 12-18) Regional Sales Manager → Territory leadership position managing small team with override compensation (Months 18-24) Independent Licensed Operator → Entrepreneurial opportunity to operate own region using opt systems and support (Months 24) Many of our senior leadership team members began as field consultants. We invest in developing talent and provide clear pathways for ambitious professionals to build substantial careers. SCHEDULE & WORK STRUCTURE This is a full-time professional position with schedule autonomy. Consultants typically work Monday through Friday, 9:00 AM to 6:00 PM, with occasional evening or weekend appointments based on client availability. You’ll manage your own calendar and territory strategically, with average workweeks of 40-45 hours. Performance is measured by results and activity metrics rather than time tracking—consultants function as professional territory managers with entrepreneurial responsibility for their regions. Territories are assigned within [City/Metro Area] to minimize travel time. Most appointments are within 20-30 minutes of your home base. WHY JOIN opt UNITED STATES? Rapid Growth: Expanding from 25 consultants to 100 nationally within 12 months Proven Systems: Established methodology with consistently strong consultant performance metrics Professional Culture: Collaborative, supportive environment focused on mutual success Merit-Based Advancement: All management positions filled internally from top performers Meaningful Work: Directly impact clients’ financial success and business growth Comprehensive Support: Full operational infrastructure handles all backend processes Uncapped Earning Potential: No compensation ceilings—your income grows with your performance EQUAL OPPORTUNITY EMPLOYER opt United States is an equal opportunity employer committed to workforce diversity. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Background check and motor vehicle record review required for all positions. ​​

Location: Dallas, Texas, US

Posted Date: 10/21/2025