What are the responsibilities and job description for the Sales Representative – Financial Services position at Tristate Financial Advisors?
Great at sales but tired of hitting an income ceiling? Tristate Financial Advisors is hiring driven, people-focused sales pros to become licensed financial advisors. No finance background and no college degree required. If you can build trust and ask for the business, we'll teach you the rest.
What you'll get
- One-on-one mentoring from experienced advisors
- Comprehensive training in financial planning, portfolio analysis, consultative selling, client service, and compliance
- Uncapped earning potential
- Opportunity to participate in our Executive Leadership Development Program
- Fast-paced, high-energy "Google meets Wall Street" culture
- Licensing support
What you'll do
- Identify and set appointments with potential clients
- Meet with clients to assess their financial needs and goals
- Develop customized financial plans
- Build lasting relationships and track client progress over time
What we're looking for
- Strong communicators who build rapport quickly
- Competitive, coachable, and entrepreneurial
- Internships, athletics, leadership roles, or sales and customer service experience are a plus
Requirements
- U.S. citizen or permanent resident
- Willing to work in office
Check us out at www.tristatefa.com
Learn About Our Company’s Mission here