Senior Financial Sales Representative

Job Summary

A company is looking for a Senior Financial Sales Representative for a weekend shift role.

Key Responsibilities

• Act as the primary point of contact for new leads, conducting consultative sales through various communication methods
• Articulate the company's unique value proposition and explain the flat-fee membership model
• Lead the entire sales cycle, addressing objections and building trust with potential members

Required Qualifications

• 5+ years of B2C sales experience, preferably in financial services or fintech
• Strong understanding of financial planning concepts, including retirement and investments
• Deep passion for learning and personal development
• Proficient with CRM software and comfortable in a remote work environment
• Highly motivated and disciplined self-starter