Outside Sales Representative

Overview We’re seeking a high-performing and self-motivated Outside Sales Representative to join our growing team at M&G!

This role is ideal for a seasoned sales professional with a background in finance, accounting, consulting, or wealth management who thrives on building strong relationships and driving new business.

You’ll play a key role in introducing our firm’s services to prospective clients—including private equity funds, CFOs, and growth-stage businesses—while helping expand M&G’s presence in the marketplace.

If you're a results-driven salesperson with strong communication skills and an existing network that aligns with our ideal client profile, we’d love to connect!

This is a fantastic opportunity to join a nimble, entrepreneurial firm where your impact is immediate and meaningful.

Duties Identify and pursue new client opportunities via outbound calls, travel, and in-person or virtual networking.

Use defined criteria to vet prospects before introducing them to firm partners.

Develop and deliver tailored presentations to potential clients.

Draft and submit professional proposals that align with client needs.

Present updates and performance metrics during weekly internal sales meetings.

Collaborate with internal teams to ensure smooth onboarding and service delivery.

Stay informed about industry trends, financing options, and competitor activity.

Support marketing efforts by contributing to campaign strategy, content development, and lead generation initiatives.

Represent M&G at industry trade shows and conventions to enhance brand visibility, build relationships, and generate new business leads.

Schedule and manage client engagement events.

Other duties as assigned.

Desired Skills Strong background in financial services, including finance, accounting, or wealth management.

Excellent verbal and written communication skills.

Proven track record in consultative sales and relationship-building.

Understanding of business financing options (i.e., bank loans, private equity).

Ability to work independently and consistently meet or exceed sales goals.

Proficiency with CRM tools and Microsoft Office Suite.

Strong presentation, proposal writing, and negotiation skills.

Prior experience in consulting or with a Big 4 firm is advantageous.

Knowledge of the private equity space and the needs of portfolio companies is a plus.

Existing book of business or client network is highly desirable.

Education Bachelor’s degree in finance, accounting, business, or a related field preferred. 5+ years of sales experience, ideally in financial services or a related industry.

Experience working with CFOs, private equity firms, or high-growth businesses is a plus.

Drive growth and make an impact—join M&G as an Outside Sales Representative and turn your network into unlimited opportunity!

Job Type :

• Full-time Pay : $50,000 - $70,000 Benefits : Dental insurance Health insurance Paid time off Vision insurance Ability to Commute : Frisco, TX 75034 (Required) Ability to Relocate : Frisco, TX 75034 : Relocate before starting work (Required) Work Location : In person Powered by JazzHR