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Core Wealth Consultants LLC is Hiring a Remote Financial Sales Representative
About PlanAssist®
PlanAssist® is a comprehensive financial planning service designed to help clients build and preserve wealth through disciplined, responsible decision-making. Our approach is rooted in three core principles: having a plan, diversifying investments, and seeking counsel for major financial decisions.
Position Overview
As a Sales Representative for PlanAssist®, you will have the opportunity to offer our financial planning services as an additional product to your existing portfolio. Your primary responsibility will be to introduce clients to PlanAssist®, guiding them through the initial step of our sales process with our "Here-There Plan."
Duties
- Identify clients who do not have a financial advisor and refer them to PlanAssist®
- Help with the first part of the sales process, which includes an introductory Zoom call and the creation of a simple Here-There Plan. This part of the process is free to the client.
- Offer this service as an addition offering to your current offerings.
- Stay updated on financial trends and regulations
Requirements
Are you an experienced sales professional already working with insurance, Medicare, or employee benefits as a 1099 employee? Are you looking for an additional revenue stream and the opportunity to build ongoing income? If so, PlanAssist® invites you to join our team!
Join us as a Sales Representative and embark on a rewarding career helping individuals secure their financial future.
Job Type: Contract
Pay: $10,000.00 - $25,000.00 per year
Benefits:
- Flexible schedule
Compensation package:
- 1099 contract
- Commission pay
- Performance bonus
Location:
- Orlando, FL (Required)
Work Location: Remote
Job Summary
Contractor
$77k-105k (estimate)
06/08/2024
10/04/2024
The job skills required for Financial Sales Representative include Sales Process, 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.
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.
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.
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Coordinate with other departments for the efficiency on all sales procedures and activities.
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They recommend financial services and products to meet client needs.
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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.
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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.
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Proven experience working as a financial services representative.
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Step 3: View the best colleges and universities for Financial Sales Representative.
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