Overview: Financial Services Sales Representative
Build the wealth of others. Build your own.
Wealth Makers is a growing financial services team powered by the platform and support of Experior Financial Group. We help individuals and families make informed financial decisions while developing professionals who want to build a business of their own in the financial services industry.
This opportunity is designed for motivated, coachable individuals who want more than simply a job. You’ll have access to training, mentorship, technology, marketing systems, and a proven business platform designed to help you develop your skills, serve clients, and build long-term income potential.
This is a performance-based, commission-driven opportunity, not a traditional salaried position. Your income is based on your production and business development.
Whether you have a background in sales, recruiting, entrepreneurship, management, customer service, or financial services, we provide the training and support to help you develop.
No prior financial-services experience is required to apply. A valid insurance license is a plus, but licensing guidance and support are available for qualified candidates.
Responsibilities
- Meet with individuals and families to understand their financial goals, needs, and concerns.
- Educate clients on financial strategies and protection solutions available through our platform.
- Conduct client appointments virtually and/or in person.
- Develop and maintain relationships with prospective and existing clients.
- Follow up with prospects and help guide them through the decision-making process.
- Build and manage your own client pipeline through networking, referrals, marketing, and other approved lead-generation strategies.
- Participate in ongoing training, mentorship, coaching, and professional development.
- Learn and utilize company technology, CRM, and business systems.
- Maintain accurate client and prospect information and follow required compliance procedures.
- Develop leadership and business-development skills as you grow.
- For those interested in leadership, help mentor and develop other professionals as your business expands.
Qualifications
- Strong communication and interpersonal skills.
- Self-motivated, coachable, and willing to learn.
- Professional and comfortable speaking with people from diverse backgrounds.
- Ability to manage your time, follow a process, and work independently.
- Sales, customer service, recruiting, management, entrepreneurship, or financial-services experience is a plus.
- Must be willing to obtain the appropriate insurance license if not already licensed.
- Must be able to pass applicable licensing and regulatory requirements.
- Existing insurance or financial-services licensing is a plus.
- Comfortable working in a performance-based, entrepreneurial environment.
What we provide: structured training, mentorship, technology, marketing resources, business systems, and a supportive team environment designed to help you build your skills and business.
Someone has to become the 1st Wealth Builder...Why not You?
Pay: $55,000.00 - $150,000.00 per year
Benefits:
- Flexible schedule
- Work from home
Work Location: Remote
