Financial Services Consultant

3 days ago


Houston, Texas, United States Heritage Financial Investment Full time

Heritage Financial Investment is seeking experienced Business Development Associates to join our team of Financial Services Consultants. As a Sales Representative, you will work with clients to identify their financial needs and provide personalized solutions.

Key responsibilities include identifying new business opportunities, building relationships with existing clients, and managing a pipeline of potential customers. Successful candidates will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.

In exchange for your hard work and dedication, we offer a competitive salary of up to $100k+ per year, plus residual income opportunities. If you're looking for a challenging and rewarding career in finance, we invite you to apply.

We prioritize a team-based work environment, providing ongoing training and support to ensure your success. Our flexible work arrangements allow you to work remotely from anywhere in the 50 United States.



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