Remote Financial Sales Representative

Overview

Role focused on guiding prospective members to financial well-being through sales.

Ideal candidate has 2+ years in financial sales and exceptional communication skills.

Locations

• United States

Requirements

• 2+ years in financial sales
• Exceptional communication skills
• Ability to manage a sales pipeline
• Self-motivated
• Passion for empowering individuals

Responsibilities

• Conduct meetings with prospective members
• Manage a pipeline of interested prospects
• Explain planning process
• Help members understand financial planning
• Facilitate transitions to financial planners

Benefits

• Competitive compensation
• Equity in the company
• Flexible Paid Time Off
• Medical, dental, and vision insurance
• 401(k) with employer match
• Certification reimbursement
• Work from anywhere in the USA
• Mission-driven work