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Financial Sales Representative

2 months ago

Tucson, Arizona, United States JDM Retirement Planners Full time
Job Description

Overview

J.D. Mellberg Financial is seeking a highly motivated and results-driven Financial Sales Representative to join our team. As a key member of our sales team, you will play a critical role in helping individuals achieve their financial goals and secure their retirement.

Key Responsibilities

  • Establish and maintain relationships with clients to understand their financial needs and goals.
  • Develop and implement customized financial plans to help clients achieve their objectives.
  • Work closely with our team of financial advisors to provide clients with expert guidance and support.
  • Meet and exceed sales targets and performance metrics.
  • Stay up-to-date with industry trends and developments to ensure the highest level of service and expertise.

Requirements

  • At least 2 years of sales experience, preferably in the financial services industry.
  • Proven track record of success in sales, with a strong ability to meet and exceed targets.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong knowledge of financial products and services, with the ability to provide expert guidance and support.
  • Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.

What We Offer

  • A competitive salary and bonus structure, with uncapped earning potential.
  • A comprehensive benefits package, including medical, dental, and vision insurance.
  • Opportunities for professional growth and development, with ongoing training and support.
  • A dynamic and supportive work environment, with a team of experienced professionals.

Why Join Our Team?

J.D. Mellberg Financial is a leading provider of financial services, with a reputation for excellence and integrity. As a member of our team, you will have the opportunity to work with a talented and dedicated group of professionals, and to make a real difference in the lives of our clients.