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Financial Representative

4 months ago


New York, United States Strategies for Wealth Full time

Strategies for Wealth is looking to fill an immediate opening for a highly organized and experienced Financial Representativewith a passion for preparing, negotiating, and closing deals. As a Financial Representative, you'll be responsible for adjusting your selling strategy to meet sales goals, look for clients through networking and cold calling, and offer outstanding after-sales and support assistance.

**Financial Representative Responsibilities**:

- Generate leads, build a personal network, and schedule appointments for product presentations and pitches.
- Customize sales presentations to suit the client’s needs and highlight specific benefits of our products and services.
- Understand the client’s pain points and offer solutions from the Strategies for Wealth product line and services.
- Nurture prospective customers by following up with high-quality referrals from existing clients.

**What’s in it for you**:

- Top Commission Based Comp Plan.
- Flexible work hours.
- Career advancement opportunities.
- Free sales training, extensive support, and mentorship program.

**Who we are looking for**:
This opportunity is ideal for recent college graduates or individuals in their last year of college (Undergrad 2021, 2022, 2023, & 2024) who are eager to embark on a fulfilling career in financial services. You will also be a great fit if you have the following:

- Strong interpersonal skills with a proven ability to effectively communicate and share information.
- Maintain a professional attitude, with sincerity and enthusiasm, when dealing with clients.
- Excellent negotiation and consultative sales skills.
- Strong organizational and time management skills

Pay: $85,000.00 - $105,000.00 per year

Weekly day range:

- Monday to Friday

Work setting:

- In-person

Work Location: In person