Job Overview
We are seeking a motivated and dynamic Financial Professional to join our team. In this role, you will be responsible for providing expert financial guidance to clients, helping them navigate their financial goals and making informed decisions. The ideal candidate will possess strong communication skills, a background in sales, and the ability to build lasting relationships with clients. This position offers an opportunity to thrive in a fast-paced environment while making a meaningful impact on clients' financial well-being.
Responsibilities
- Develop and maintain relationships with clients to understand their financial needs and objectives.
- Conduct thorough analysis of clients' financial situations and provide tailored recommendations.
- Engage in outside sales activities to attract new clients and expand the client base.
- Utilize negotiation skills to close deals and secure client commitments.
- Provide exceptional customer service throughout the client relationship lifecycle.
- Maintain accurate records of client interactions and sales activities through effective sales administration.
- Collaborate with team members to enhance service delivery and improve overall client satisfaction.
- Stay updated on industry trends, regulations including HIPAA compliance, and best practices in financial services.
This is a 100% Commission-1099 role.
Do NOT apply if you are located outside of the US and or need a work Visa.
Requirements
- Proven experience in outside sales or retail sales is preferred.
- Strong negotiation skills with a track record of closing deals successfully.
- Excellent communication skills, both verbal and written, to effectively convey complex information.
- Familiarity with insurance sales is a plus.
- Strong analytical skills to assess client needs and develop appropriate strategies.
- A commitment to providing outstanding customer service and fostering long-term relationships. Join our team as a Financial Professional where you can leverage your skills in sales, communication, and analysis to help clients achieve their financial goals while growing your career in a supportive environment.
Job Types: Full-time, Part-time
Pay: $50,000.00 - $100,000.00 per year
Expected hours: 4 – 40 per week
Benefits:
- Flexible schedule
- Referral program
Work Location: Remote
