Location: Charlotte, NC - In-person, not a remote opportunity. Job Type: Full-Time Industry: Financial Services / Wealth Management Why Join Us • High Earning Potential – Competitive base + upside commissions + performance incentives • Built-In Support – Training, tools, leadership, and marketing resources • Career Growth Path – Clear advancement in a growing firm Key Responsibilities • Design and execute winning sales strategies to achieve financial consultant targets • Prospect and acquire new clients—offering tailored financial planning services • Maintain and grow relationships with current clients as a trusted financial advisor • Provide high-touch customer service and personalized financial guidance Who We're Looking For: • Proven success in sales, ideally in financial services, insurance, or wealth management • Exceptional communication, interpersonal, and negotiation skills • Self-starter with a drive to exceed goals • Knowledge of financial advisor tools, CRM platforms, or related software is a plus Compensation & Benefits • Market-competitive base salary + upsie commission structure • Performance bonuses and sales incentives • Professional training, mentorship, and career development support • A full suite of benefits, including: • Health, Dental, Life, and Disability Insurance • 401(k) plan after one year of service • Pension Plan • Continuing education reimbursement • Support for industry designations Apply Now If you’re a results-driven financial consultant or advisor seeking a great opportunity with room to grow, we want to hear from you today! Responsibilities: • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives. • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan. • Create customized financial plans using the products and services we offer based on clients' potential life and financial needs. • Identify, seek out, and generate prospects continuously using social media or other marketing tools. • Create strong relationships with new clients as their trusted advisor. • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services. Qualifications: • 2 years of sales experience or related marketing experience preferred. • Some industry or product knowledge is preferred. • A self-starter who loves contributing to team goals. • A consistent top performer in sales. • Enjoys talking and meeting with prospects, presenting solutions, closing deals, and asking for referrals. • Relationship management skills are required. • Business-minded Spirit. • Uncompromising integrity and the ability to effectively communicate complex programs and ideas. • Ability to successfully network or use social media to prospect for new clients is a must. • Organized, detail-oriented, and excellent time management skills. • Strong sales, leadership, and communication skills. NORTH AND SOUTH CAROLINA RESIDENTS ONLY Compensation: $84,000 - $115,351 yearly

• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives. • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan. • Create customized financial plans using the products and services we offer based on clients' potential life and financial needs. • Identify, seek out, and generate prospects continuously using social media or other marketing tools. • Create strong relationships with new clients as their trusted advisor. • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.