Sales Representative – Field Marketing & Business Development

TiKi Tax | Accounting & Tax Services

Job Overview

TiKi Tax is looking for a motivated, outgoing, and reliable Sales Representative to help grow our client base by visiting local businesses, distributing promotional flyers, building relationships, and generating new sales leads.

In this role, you will visit retail stores, restaurants, nail salons, small businesses, and other local establishments to introduce TiKi Tax's accounting, bookkeeping, tax preparation, and business services.

Your main responsibility is to connect with potential clients, collect business contact information, identify opportunities, and follow up to turn interested prospects into customers.

Duties & Responsibilities

- Visit local businesses, shops, restaurants, and commercial areas to introduce TiKi Tax services.
- Distribute marketing flyers, brochures, business cards, and promotional materials to potential clients.
- Approach business owners, managers, and decision-makers professionally to explain our services.
- Collect business cards and relevant contact information, including business name, contact person, phone number, email address, and services of interest.
- Identify potential clients who may need bookkeeping, payroll, personal or corporate tax filing, GST/HST filing, or other accounting services.
- Record daily business visits, new leads, and follow-up activities in the company CRM system.
- Follow up with potential clients through phone calls, emails, or in-person visits.
- Schedule consultations and appointments between interested prospects and the TiKi Tax team.
- Build and maintain positive relationships with local business owners and community members.
- Meet weekly targets for business visits, flyer distribution, qualified leads, and follow-up activities.
- Provide regular updates on sales activities, customer feedback,



and potential business opportunities.
- Represent TiKi Tax professionally and help increase brand awareness in the local community.

Skills & Qualifications

Required:

- Strong communication and interpersonal skills.
- Confident, friendly, and comfortable approaching new businesses and speaking with business owners.
- Good English communication skills.
- Self-motivated, organized, and able to work independently.
- Strong time management and follow-up skills.
- Basic computer skills and ability to record customer information accurately.
- Professional attitude and customer service mindset.
- Willingness to travel locally and visit businesses in person.
- Ability to build relationships and generate sales leads.

Preferred:

- Previous experience in sales, field marketing, door-to-door sales, customer service, or business development.
- Experience distributing flyers or conducting local business outreach.
- Knowledge of accounting, bookkeeping, tax preparation, or financial services.
- Experience using CRM software to manage leads and follow-ups.
- Bilingual or multilingual abilities are an asset.
- Familiarity with local small businesses and business communities.

What We're Looking For

We are looking for someone who enjoys meeting people, is comfortable starting conversations with business owners, and can confidently introduce TiKi Tax services.

You do not need to be an accountant or tax professional. We will provide information about our services, marketing materials, and guidance on how to approach potential clients.

Your impact: Every business visit, new connection, and successful follow-up helps TiKi Tax build stronger community relationships, generate recent opportunities, and grow our client base.

Pay: $36,500.00-$126,700.00 per year

Benefits:

- Flexible schedule
- On-site parking
- Store discount

Work Location: Hybrid remote in Kelowna, BC V1V 2N1

📌 Sales Representative (Highway 97)
🏢 Tiki Tax
📍 Highway 97