Remote Financial Sales Representative

A company is looking for a Remote Financial Sales Representative. Key Responsibilities: Conduct meetings with prospective members through various communication methods Manage a pipeline of interested prospects and schedule meetings Explain the financial planning process and facilitate transitions to financial planners Required Qualifications: Minimum 2+ years of experience in financial sales or a related consultative sales role Demonstrated ability to conduct outbound calls and manage a sales pipeline Self-motivated and able to work independently in a team environment Proven ability to learn and explain complex financial concepts simply Genuine passion for helping individuals achieve their financial goals

Mar 25, 2025 - 21:05

A company is looking for a Remote Financial Sales Representative. Key Responsibilities: Conduct meetings with prospective members through various communication methods Manage a pipeline of interested prospects and schedule meetings Explain the financial planning process and facilitate transitions to financial planners Required Qualifications: Minimum 2+ years of experience in financial sales or a related consultative sales role Demonstrated ability to conduct outbound calls and manage a sales pipeline Self-motivated and able to work independently in a team environment Proven ability to learn and explain complex financial concepts simply Genuine passion for helping individuals achieve their financial goals