Sales Representative – Financial Services
Sales Representative – Financial Services
Posted yesterday
SENIORITY
Mid
About the role
- Identify and set appointments with potential clients
- Meet with clients to assess their financial needs and goals
- Develop customized financial plans
- Build lasting relationships and track client progress over time
- Strong communicators who build rapport quickly
- Competitive, coachable, and entrepreneurial
- Internships, athletics, leadership roles, or sales and customer service experience are a plus
- U.S. citizen or permanent resident
- Willing to work in office
- Check us out atLearn About Our Company's Mission here
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
