Financial planning for every facet of your life.
Sr. Financial Sales Representative
Location
United States
Posted
27 days ago
Salary
$80K - $220K / year
Job Description
Job Requirements
- A Seasoned Sales Professional: You have 5+ years of B2C sales experience, preferably in financial services, fintech, or a related field. You have a track record of consistently exceeding sales quotas.
- A Financial Services Expert: You have a strong understanding of financial planning concepts, including retirement, investments, insurance, and debt management.
- Growth Seeker: Deep passion for learning and personal development
- A Master Communicator: You are an excellent listener with the ability to clearly and persuasively communicate complex ideas. You are comfortable building rapport and trust with individuals from diverse backgrounds.
- Tech-Savvy: You are proficient with CRM software and are comfortable with a remote, digitally-focused work environment.
- A Self-Starter: You are highly motivated, disciplined, and able to manage your time effectively in a remote setting. You thrive in an autonomous environment and take ownership of your results.
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