Sales Representative - Financial Services
Sales Representative - Financial Services
L3
Occupations
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales and Related Workers, All OtherSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation- 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
- Strong communicators who build rapport quickly
- Competitive, coachable, and entrepreneurial
- Internships, athletics, leadership roles, or sales and customer service experience are a plus
- U.S. citizen or permanent resident
- Willing to work in office
- Check us out at
- Learn About Our Company’s Mission
Level
JuniorL3
Location
West Melbourne, FL
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Portfolio Management and Investment Advice
Posted
today
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