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21 Financial Sales Representative Jobs in Altamonte Springs, FL

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Financial Sales Representative
BAL Agency Altamonte Springs, FL
$84k-113k (estimate)
Part Time | Full Time 2 Weeks Ago
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BAL Agency is Hiring a Financial Sales Representative Near Altamonte Springs, FL

Our agency is currently seeking self-motivated, driven individuals with a passion for making a positive impact on peoples’ lives to occupy a full-time or part-part-time hybrid position at our Orlando branch (with flexibility for some remote work). As a financial sales specialist, you will have the freedom to build your network of clients and associates who are looking for financial solutions. The Financial Sales Specialist will also be responsible for building relationships with clients, identifying new sales opportunities, and assisting with on-boarding new clients and agents.

There is a big opportunity to develop into a leadership position as well. A lot of helping others, training on mindset, team-building, leadership development, personal development solving problems, etc.

We are looking for people who possess the following background/characteristics:

  • Highly self-motivated and self-disciplined with the ability to work effectively independently.
  • Outgoing personality with the ability to develop relationships (i.e., “People Person")
  • Fearless, positive attitude and willingness to be accountable for results.
  • Organized, detail-oriented and excellent time-management skills.Desire for continuous learning
  • Great communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

Qualifications

  • Minimum 2 years of experience in customer service and/or sales
  • Proven success in achieving sales targets and meeting deadlines with urgency.
  • Excellent communication, interpersonal skills, prospecting with the ability to build and maintain client relationships.
  • Highly motivated and coachable
  • Ability to work independently and in a team environment
  • Leadership skills
  • Flexibility to adapt to changing priorities and work under pressure.
  • Familiarity with insurance and/or financial services industry is a plus but not required.

Industry Legal Requirements

  • Must be 18
  • U.S resident
  • Able to pass a state and federal background check (No felonies)
  • Able to financially get the 2-14 Florida Life & Annuities state insurance license

Requirements:

  • A passion for helping people
  • Commitment to excellence
  • High personal Integrity and character
  • Work ethic, self-motivation , and a desire to Succeed

Career Benefits:

  • Full Industry Training Provided
  • Licensing & Home Office Support
  • Flexible Scheduling
  • Remote & Office Positions Available
  • Family/Friendly Environment based on morals, values & principles
  • Leadership & Personal Development Program
  • Competitive Compensation
  • Elite Broker Training Program
  • State of the Art CRM System

Job Types: Full-time, Part-time

Pay: $68,000.00 - $106,000.00 per year

Expected hours: 15 – 25 per week

Benefits:

  • Flexible schedule
  • Work from home

Supplemental pay types:

  • Bonus opportunities
  • Commission pay

Weekly day range:

  • Monday to Friday
  • Weekends as needed

Work setting:

  • Hybrid work
  • In the field
  • Office

Work Location: Hybrid remote in Altamonte Springs, FL 32714

Job Summary

JOB TYPE

Part Time | Full Time

SALARY

$84k-113k (estimate)

POST DATE

05/08/2024

EXPIRATION DATE

09/03/2024

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The job skills required for Financial Sales Representative include Customer Service, Leadership, Prospecting, Time Management, Problem Solving, Building Relationships, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Sales Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Sales Representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Sales Representative positions, which can be used as a reference in future career path planning. As a Financial Sales Representative, it can be promoted into senior positions as a Sales Manager - Medicare Products that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Sales Representative. You can explore the career advancement for a Financial Sales Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Sales Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Sales Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Sales Representative job description and responsibilities

Develop financial strategies and plans and recommend specific products to clients.

03/08/2022: Salem, OR

Supervise all finance sales process and manage multiple responsibilities.

05/03/2022: Lubbock, TX

Coordinate with other departments for the efficiency on all sales procedures and activities.

03/29/2022: Sacramento, CA

They recommend financial services and products to meet client needs.

02/11/2022: Altoona, PA

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.

05/03/2022: Rapid City, SD

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Sales Representative jobs

Find an entry-level sales position.

02/25/2022: El Paso, TX

Proven experience working as a financial services representative.

03/10/2022: Mesa, AZ

Step 3: View the best colleges and universities for Financial Sales Representative.

Butler University
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