Sales Representative

3 weeks ago


San Diego, United States High Flows Capital Full time

About Us:

High Flows Capital is a leading financial services firm committed to providing clients with comprehensive financial solutions tailored to their individual needs. We specialize in wealth management, investment advisory, and advanced planning. Our team is dedicated to helping clients achieve their financial goals. We are currently seeking a dynamic Sales Representative to join our team and contribute to our continued growth.


Job Overview:

As a Sales Representative at High Flows Capital, you will be responsible for driving new business by offering a range of financial services to prospective clients. You will be guiding clients through their financial journey, and ensuring they have the tools and resources needed to achieve financial success. Your role involves building and maintaining strong, long-term relationships with clients, offering ongoing support and advice to align with their evolving financial goals. You will track and report on your sales activities and progress using the company’s CRM system while ensuring all interactions comply with industry regulations. Additionally, you will collaborate closely with financial advisors and other team members to deliver comprehensive financial solutions and enhance overall client satisfaction.


This is an on-site role located in San Diego, CA.

We do not provide work visas. 


Qualifications:

  • 5 years of professional experience is highly recommended.
  • Proven experience as a Sales Representative in the financial services industry
  • Strong knowledge of financial services, including investments, and retirement planning
  • Excellent communication, negotiation, and interpersonal skills
  • Ability to build trust and credibility with clients
  • Self-motivated, goal-oriented, and able to work independently
  • Familiarity with CRM software and financial planning tools





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