Financial Representative

2 weeks ago


New York, United States Merchants Cash Partners Full time

**Who We Are**:

- A financial services institution that specializes in assisting small to medium size business
- In depth experience and relationships in the lending space
- A positive and uplifting culture that promotes thoroughness, timeliness, and transparency
- Active for 7 years with a combined experience of 15+ years in this field

**Financial Services Representative Responsibilities**:

- Outbound calling potential clients to inform them of the various financial products and services we offer.
- Schedule meetings with prospective inbound clients to discuss their financial needs and goals.
- Collect pertinent client information for superiors to match with our products that align with client needs.
- Develop and sustain long-term relationships with clients to encourage repeat business and client referrals.
- Develop in-depth knowledge of our financial products to advise clients accordingly.
- Hit minimum weekly, monthly, annual productivity, and sales metrics.

**Benefits**:

- Uncapped **commission only** pay. (First year employees average a floor of $50,000.00 and increase year over year)
- Career advancement opportunities.
- Professional work environment and positive company culture including lunch provided on Fridays, company outings, and once a week 30 minute team building activities
- Free training, extensive support, and mentorship program.

**Financial Services Representative Requirements**:

- Bachelor's Degree preferred, but **NOT **required
- Past sales experience of 1-2 years is preferred.
- Experience with Microsoft, CRMs, and calling systems preferred.
- Strong problem-solving skills.
- Ability to thrive in a dynamic environment.
- Effective communication skills.

Pay: $50,000.00 - $100,000.00 per year

Compensation package:

- Commission pay
- Uncapped commission

Schedule:

- Monday to Friday

**Experience**:

- Sales: 1 year (required)
- B2B sales: 1 year (preferred)
- Cold calling: 1 year (preferred)

Work Location: In person



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