Financial Sales Representative

  • $100,000.00/year
  • Do you enjoy meeting new people and building relationships? Are you looking for an opportunity to maximize your selling abilities and grow as a sales professional? Do you wish you could help people plan their financial future while also building a great career for yourself? Do you have confidence, ambition, and an entrepreneurial spirit coupled with a passion for helping your community?, As a fast-growing agency in the financial services industry, is seeking a commission-driven sales representative to join our team!

    As a Financial Sales Representative, you’ll work with clients to help them find solutions to their financial challenges by recommending appropriate products and services. You get the opportunity to work side-by-side with experienced professionals and be part of a team that will guide on the path to success as you use our host of tools, resources, and training to develop and sharpen your skills.

    Not all financial services companies are the same. Product offerings, producer support, ongoing training, and marketing vary widely. With a Independent general agency, you’ll get all of these things and more.

    Responsibilities:

    As a Financial Sales Representative, you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results.


    • Prospecting/hunting for new clients through networking and referrals
    • Developing and maintaining long-term relationships with clients
    • Providing comprehensive financial solutions through fact gathering and needs analyses
    • Expanding personal knowledge and skills through the ongoing professional development and joint work with fellow associates

    Qualifications:

    • BA, BS, and/or graduate degree or equivalent work experience required
    • Sales experience is preferred
    • Proficient in market development and networking
    • Entrepreneurial mindset
    • Goal-oriented
    • Self-motivated

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