What are the responsibilities and job description for the Sales Representative position at Wood Financial Services?
We’re not hiring employees — we’re building executives.
At Wood Financial, we have partnered with the largest fortune 100 financial companies in the world to create owners, not workers.
If you’ve got hustle, hunger, and heart, we’ll give you the blueprint to build a brokerage, lead a team, and earn equity — not just commission.
You’ll learn how to sell, recruit, and lead in a recession-proof industry serving 76 million baby boomers every day.
We Provide:
- High-intent leads daily
- World-class mentorship
- Equity, bonuses & travel incentives
You Bring:
- Grit over excuses
- Confidence over comfort
- A “burn the boats” mentality
This isn’t a job. It’s your shot at legacy.
Responsibilities
- Develop and maintain relationships with customers.
- Identify customer needs and suggest appropriate products and services.
- Provide accurate information about products and services.
- Maintain records of customer interactions and transactions.
- Develop sales strategies to attract new customers.
- Resolve customer complaints in a timely manner.
- Generate sales reports to analyze sales trends.
Skills
- Proven experience in negotiation, business development, and B2B sales environments.
- Strong understanding of marketing strategies and technology sales processes.
- Proficiency with Salesforce or similar CRM platforms for managing accounts and tracking sales activities.
- Excellent communication skills with the ability to articulate complex solutions clearly and persuasively.
- Analytical skills to assess market data, customer needs, and sales performance metrics.
- Demonstrated success in technical sales or software solutions is highly desirable.
- Ability to lead initiatives, influence stakeholders, and work collaboratively across departments.
- Warm calling experience coupled with proactive outreach techniques to generate new leads. This position offers an exciting opportunity for motivated professionals eager to contribute to a growing organization while developing their career in sales leadership within a fast-paced industry environment.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
Pay: $84,834.77 - $100,912.03 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Vision insurance
Work Location: On the road
Salary : $84,835 - $100,912