North Financial Group is a leading financial services firm specializing in wealth management, investment advisory, and retirement planning. We are dedicated to delivering personalized financial solutions to our clients. Join our team of professionals and play a pivotal role in helping individuals and businesses achieve their financial goals. We are seeking a motivated and goal-oriented Territory Tele-Sales Executive to join our team remotely. As a Territory Tele-Sales Executive, you will be responsible for driving sales growth in your assigned territory by prospecting, building relationships, and promoting our financial services. This is an excellent opportunity for a driven individual to contribute to the success of North Financial Group and make a positive impact on our clients' financial well-being. Why Join North Financial Group: • Remote work opportunities, providing flexibility and work-life balance. • Collaborative and supportive team environment. • Access to a comprehensive range of financial products and solutions to meet client needs. • Opportunity to work with a reputable financial services firm and contribute to clients' financial success. • Ongoing training and professional development opportunities. • Chance to build a successful sales career in the financial industry. If you are a driven and results-oriented sales professional seeking a remote opportunity with a reputable financial services firm, we invite you to apply. Responsibilities: • Develop and implement a strategic sales plan to identify and target potential clients within your assigned territory. • Conduct outbound prospecting and cold calling to generate leads and secure new business opportunities. • Build and nurture relationships with key decision-makers, financial advisors, and individuals in the territory. • Present and demonstrate our financial services and solutions virtually to potential clients, highlighting the value and benefits. • Understand client's needs, provide customized recommendations, and close sales to achieve or exceed sales targets. • Collaborate closely with internal teams, such as marketing and client services, to ensure a seamless customer experience. • Keep accurate and up-to-date records of sales activities, client interactions, and pipeline management using CRM software. • Stay informed about industry trends, market conditions, and competitor activities to adapt sales strategies accordingly. • Continuously enhance product knowledge and sales skills through training and professional development opportunities. Qualifications: • Proven track record in tele-sales, business development, or a similar sales role. • Strong prospecting and lead generation skills with the ability to identify and target potential clients. • Excellent communication and interpersonal skills, with the ability to build relationships remotely. • Self-motivated and results-driven mindset, with a focus on achieving sales targets and driving revenue growth. • Ability to work independently and remotely, managing your own schedule and priorities effectively. • Proficiency in using CRM software and other sales tools to track and manage leads, sales activities, and pipeline. • Knowledge or interest in financial services, investment products, and retirement planning is a plus. Compensation: $123,000 - $132,000 yearly

• Develop and implement a strategic sales plan to identify and target potential clients within your assigned territory. • Conduct outbound prospecting and cold calling to generate leads and secure new business opportunities. • Build and nurture relationships with key decision-makers, financial advisors, and individuals in the territory. • Present and demonstrate our financial services and solutions virtually to potential clients, highlighting the value and benefits. • Understand client's needs, provide customized recommendations, and close sales to achieve or exceed sales targets. • Collaborate closely with internal teams, such as marketing and client services, to ensure a seamless customer experience. • Keep accurate and up-to-date records of sales activities, client interactions, and pipeline management using CRM software. • Stay informed about industry trends, market conditions, and competitor activities to adapt sales strategies accordingly. • Continuously enhance product knowledge and sales skills through training and professional development opportunities.