Financial Services Sales Professional

4 weeks ago


Reston, Virginia, United States Vimerse InfoTech Inc Full time
Financial Services Sales Representative

Key Responsibilities:
As a Financial Services Sales Representative at Vimerse InfoTech Inc, you will be responsible for driving revenue growth by identifying and cultivating new business opportunities within the financial services sector. You will actively prospect and acquire new clients within the financial services industry through targeted outreach, networking, and relationship building.

Key Skills:
To succeed in this role, you will need to have a strong understanding of financial products and services, as well as excellent communication and sales skills. You will also need to be able to develop a deep understanding of our financial products and services, staying current on industry trends and market conditions to effectively communicate the value proposition to potential clients.

Requirements:
Proven track record of success in financial services sales. Strong understanding of financial products and market dynamics. Results-oriented with a focus on meeting and exceeding sales targets. Proficiency in CRM software and Microsoft Office suite. Internal wholesale experience at a finance firm is a huge plus. Bachelor's degree in Business, Finance, or a related field. Occasional travel.

What We Offer:
At Vimerse InfoTech Inc, we offer a dynamic and supportive work environment, with opportunities for professional growth and development. We are committed to helping our clients grow their businesses, retain client assets, and differentiate themselves in the marketplace.

How to Apply:
If you have a passion for sales and a strong understanding of financial products, we want to hear from you. Please submit your resume and a cover letter outlining your experience and qualifications for this role.

  • Reston, Virginia, United States Prudential Financial Full time

    Unlock Your Potential as a Financial Services ProfessionalPrudential Financial is seeking an experienced financial services professional to join our team in the Madison area. This exciting opportunity will allow you to grow your career and business, helping individuals and families achieve their financial goals. Key benefits include:Service existing clients...


  • Reston, Virginia, United States Shoemaker Financial Full time

    At Shoemaker Financial, we're seeking a skilled Financial Services Professional to join our team. As a Financial Advisor, you'll play a crucial role in helping clients achieve their financial goals. Your responsibilities will include assessing clients' needs, developing customized strategies, and implementing recommendations to help them succeed.Key...


  • Reston, Virginia, United States Lakeshore Financial Group Full time

    Unlock your potential as a Financial Services Professional with Lakeshore Financial Group.We are seeking ambitious individuals to join our Colorado team as Financial Advisors. You'll build lasting client relationships, develop your expertise, and gain the flexibility to build your own business.Responsibilities:Partner with clients to achieve their financial...


  • Reston, Virginia, United States EMW Staffing Solutions LLC Full time

    We are seeking a highly motivated and experienced Financial Sales Professional to join our team at EMW Staffing Solutions LLC. As a key member of our advisory team, you will be responsible for building and maintaining relationships with high net worth individuals and organizations.The ideal candidate will have a strong track record of success in sales, with...


  • Reston, Virginia, United States Summit Financial Group, LLC Full time

    About Us:Summit Financial Group is a high-touch, wealth management firm dedicated to championing advisors and providing the resources needed to cultivate client relationships and grow their businesses.Why Choose Us?· Experience and Expertise: With over 20 years of partnership, we support advisors in becoming successful business owners.· Collaborative...


  • Reston, Virginia, United States The Job Sauce Full time

    **Unlock Your Earning Potential with The Job Sauce**As a Financial Services Professional with The Job Sauce, you will have the opportunity to build a successful career in financial planning and wealth management. Our award-winning training program will equip you with the knowledge and skills you need to succeed in this field.**Key Responsibilities:**Build...


  • Reston, Virginia, United States Strategic Wealth Designers Full time

    Unlock Your Potential as a Financial Services ProfessionalStrategic Wealth Designers (SWD) is a rapidly growing, respected financial firm seeking a driven professional to join our team as a Financial Services Professional. In this role, you will have the opportunity to build strong client relationships, provide tailored financial advice, and contribute to...


  • Reston, Virginia, United States Northwestern Mutual Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Northwestern Mutual. As a Financial Services Professional, you will have the opportunity to develop holistic financial solutions for clients, including retirement planning, insurance, and investment services.Key ResponsibilitiesDevelop and...


  • Reston, Virginia, United States Vimerse InfoTech Inc Full time

    Financial Services Sales RepresentativeOverview: Vimerse InfoTech Inc is seeking a skilled Financial Services Sales Representative to drive revenue growth by identifying and cultivating new business opportunities within the financial services sector. Key Responsibilities:Client Acquisition: Actively prospect and acquire new clients within the financial...


  • Reston, Virginia, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAt Prudential Advisors, we're committed to helping you achieve your career goals and succeed in the financial services industry. As a Financial Professional, you'll have the opportunity to develop your skills and knowledge in a dynamic and supportive environment.Key Responsibilities:Develop relationships with...


  • Reston, Virginia, United States Prudential Financial Full time

    We are seeking a highly skilled Client Service Concierge to join our team at Prudential Financial. As a key member of our staff, you will be responsible for delivering exceptional service to our clients, either in person, over the phone, or via email.Purpose of the Client Service ConciergeOur ideal candidate will be responsible for:Providing first-class...


  • Reston, Virginia, United States Bluepoint Financial, LLC Full time

    Job Description:BluePoint Financial LLC is a rapidly growing financial services firm seeking a Financial Planning and Investments Professional to support our team. This role involves assisting in the service of our growing client base, providing operational support to the Financial Advisor and Director of Investments, and assisting clients with financial...


  • Reston, Virginia, United States Guide Wealth Partners Full time

    Unlock Your Potential and Transform Your CareerAre you ready to take your career to the next level? At Guide Wealth Partners, we're looking for ambitious and driven individuals to excel in leadership and help others achieve financial success.Why Guide Wealth Partners?Elite Success with Unmatched Support: Gain the perfect blend of autonomy and support to...


  • Reston, Virginia, United States Hudson River Career Resources, LLC Full time

    Job DescriptionWe are seeking a highly skilled and motivated Financial Services Professional to join our team at Hudson River Career Resources, LLC. As a key member of our team, you will be responsible for providing comprehensive financial planning and investment management services to our clients.Key Responsibilities:Work directly with clients to provide...


  • Reston, Virginia, United States Spire Investment Partners, LLC. Full time

    About UsSpire Investment Partners, LLC. is a dynamic financial services firm dedicated to delivering exceptional advice and personalized solutions to our clients.Job DescriptionWe are seeking an experienced, client-focused Financial Advisor to serve our existing financial planning clientele. This role offers an ideal opportunity to apply your advisor...


  • Reston, Virginia, United States Greer Financial Services Full time

    Greer Financial Services is seeking a strategic business partner to drive financial performance and support the organization's broader mission and goals. The ideal candidate should be an experienced, proactive, results-oriented financial professional who can balance strategic financial oversight with hands-on involvement in day-to-day financial...


  • Reston, Virginia, United States Northwestern Mutual Full time

    A Career with a PurposeYou'll have the unique opportunity to create your own destiny and make a lasting impact on the lives of your clients and community.Northwestern Mutual Los Angeles offers a personalized approach to uncovering financial solutions tailored to each client's individual needs.Your goal is to discover each client's needs and goals and help...


  • Reston, Virginia, United States Prudential Financial Full time

    Prudential Financial is seeking a seasoned financial advisor to join their team in the Wexford market. This exciting opportunity will allow the selected candidate to grow their career and business while helping individuals and families achieve their financial goals.Service an existing book of business upon hire.Collaborate with a team to build a strong...


  • Reston, Virginia, United States Magellan Financial & Insurance Services, Inc. Full time

    Company Overview: Exceptional Mentorship at Magellan Financial & Insurance Services, Inc.Magellan Financial & Insurance Services, Inc., a prominent leader in financial planning and wealth management, is dedicated to guiding clients through every step of their financial journey. Our personalized, client-centric approach ensures that each client receives...


  • Reston, Virginia, United States Northwestern Mutual Full time

    A Career in Financial ExcellenceYou'll have the opportunity to build a fulfilling career in financial services with Northwestern Mutual Los Angeles. As a wealth management advisor, your goal is to uncover financial solutions tailored to each client's individual needs. You'll discover each client's needs and goals and help map a path to meet them.Your...