Job Details

Sales
Full Time
November 5, 2020

Financial Sales & Service Consultant

STABLE salary plus UNLIMITED performance compensation, health benefits & 401(k) match make the Financial Sales & Service Consultant position the best Financial Sales position you will find!


Establishing relationships with independent financial planners, money managers, and insurance agents by offering our sales concepts, managed money platform, broker dealer platform, and life & annuity products, and assisting them in growing their practice.
Managing agent referrals and cross selling financial products to producers within our organization.


Basic responsibilities include: making outbound calls; answering incoming telephone calls; interviewing agents; providing product recommendations to solve the agent's clients needs; provide training and sales guidance to grow variable and AUM volume; assisting in operational procedures across all three platforms.
Skills and Qualifications:

Verbal Communication, Phone Skills, Attention to Detail, Professionalism, Multi-tasking, Listening, Data Entry Skills, Basic to Intermediate Computer Skills, People Skills, Informing, Customer Focus, Customer Service. Must have Insurance, Finance, and/or Sales Industry experience of 1+ year.

Education and Designations

  • Bachelor’s degree preferred (waived with industry experience)

  • Series 6, 63, 65, or 7 preferred

  • Insurance designations preferred

  • Excellent communication skills

  • Authorization to work in the United States

  • Sales experience will be helpful but is not required

If this sounds like the right opportunity for you please hit apply or follow the below link, fill out our contact us form and one of our recruiters will be in touch.

Thank you for your interest. Please complete the fields below and click "Submit".