Are you a self-motivated, competitive, and highly driven salesperson looking to take the next step in your career? Our Field Sales Representative position just might be what you’re looking for. You are the producer of new business in your sales territory, capable of targeting, nurturing, and converting leads into new accounts. The ideal candidate has a proven track record of success in sales, leveraging their strong time management, interpersonal, and communication skills to grow a book of business. We offer a competitive base salary and a generous commission plan. Ready to be part of a company that values your hard work and dedication? If so, apply now! Responsibilities: • Initiate contact and follow up with potential customers to present our new products or services • Help company stay on top of all developments related to new business opportunities, sales activities, and customer needs through our CRM • Implement and carry out strategies to acquire new clients in your sales territory • Ensure customer needs are met by staying on top of our services and product, competition, and market conditions in the home services industry • Appear at in-person or online trainings, meetings, trade shows, and sales events • Complete and process New Business applications • Update & review database/CRM to reflect account status focused on new business and/or service • Maintain an organized, compliant, and efficient filing system • Follow up on pending business and contact individual clients with updates • Assist Financial Advisors with pre-appointment requirements and financial planning responsibilities • Prepare, manage, and track the new business pipeline • Assist Advisors with client support, mailings, educational workshops, and client events as needed • Act as phone back-up to other members of our team • Maintain current Advisor’s licenses and appointments Qualifications: • A bachelor’s degree or high school diploma is preferred • Applicant must have strong customer service, communication, interpersonal, and negotiation skills • Must have reliable transportation and valid driver’s license • Experience using a CRM is preferred • You will need 3-5 years of inside or outside sales experience • Prior experience working in the financial industry • Life Insurance & Securities License(s) preferred Compensation: $45,000 - $50,000 yearly

• Complete and process New Business applications • Update & review database/CRM to reflect account status focused on new business and/or service • Maintain an organized, compliant, and efficient filing system • Follow up on pending business and contact individual clients with updates • Assist Financial Advisors with pre-appointment requirements and financial planning responsibilities • Prepare, manage, and track the new business pipeline • Assist Advisors with client support, mailings, educational workshops, and client events as needed • Act as phone back-up to other members of our team • Maintain current Advisor’s licenses and appointments