Job Description

We are seeking a Sales Representative to join our team! You will prospect for clients and make recommendations based on their financial profile. We offer many solutions including investments, mortgages and Insurance. We will provide training and assist  with the licensing. 

RESPONSIBILITIES:

• Present and sell company products and services to new and existing customers
• Prospect and contact potential customers
• Develop referral networks 
• stay up to date in industry trends and news 
• Set appointments with prospective clients

​QUALIFICATIONS:

• Previous experience in sales, customer service, or other related fields a plus 
• Familiarity with CRM platforms 
• Ability to build rapport with clients
• Strong negotiation skills
• It’s a commission only position, but that’s ok!

Company Description

We help put families on a path to finically freedom