Senior Financial Sales Representative

Job Summary

A company is looking for a Senior Financial Sales Representative.

Key Responsibilities

• Serve as the primary contact for new leads, conducting consultative sales to understand their financial goals
• Clearly articulate the company's value proposition and explain the flat-fee membership model
• Manage the entire sales cycle from initial meetings to closing, addressing objections and building trust

Required Qualifications

• 5+ years of B2C sales experience, preferably in financial services or fintech
• Strong understanding of financial planning concepts, including retirement and investments
• Passion for learning and personal development
• Proficient with CRM software and comfortable in a remote work environment
• Highly motivated and able to manage time effectively in an autonomous setting