Are you a results-oriented and driven sales professional with a proven track record of achieving sales goals? We’re seeking an outside sales representative who can develop a sales strategy to build new and expand current customer relationships. We support our sales team with the tools, training, management, and competitive compensation to ensure your success. Job seekers should be motivated self-starters with superior communication, customer service, and interpersonal skills. If you are looking for a lucrative position, we want to talk to you today! Responsibilities: • Qualify prospective customers quickly by fact-finding to identify decision-makers, pain points, competition, budget, timeline, and other potential obstacles • Close the deal after creating, presenting, and negotiating a solution to your prospects • Use your prospecting and follow-up skills with potential customers online, in-person, or on the phone to uncover potential upsells and new clients • Identify and pursue sales leads, prospective new clients and move them through the sales pipeline from qualification to close stages • Exceed monthly and quarterly revenue expectations and meet sales and lead generating activities goals to ensure future business • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Customize financial plans for each client based on potential life changes and changing financial needs • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: • Prefer a minimum of 2+ years in outside sales experience • A consistent top performer in sales • You love talking and meeting with prospects, presenting to them, closing the deal, and asking for referrals • You are an organized, detail and deadline-oriented self-starter who loves contributing your team’s goals • High school diploma required and some industry or product knowledge preferred • Superior relationship skills, communication skills, and customer service skills are necessary • Entrepreneurial mindset • Relevant knowledge of the financial industry, financial products, and best practices is preferred • Experience in sales & finance is helpful but not required Compensation: $80,000 - $120,000 yearly

• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Customize financial plans for each client based on potential life changes and changing financial needs • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given