Careers
Financial Services Sales Representative
Help clients protect and grow what matters most while building a rewarding sales career with a supportive team.
Role overview
As a Sales Representative, you'll be the trusted point of contact for individuals and families exploring financial services. You'll receive structured training, ongoing coaching and the tools you need to build a book of business.
What you'll do
- Meet with prospective clients to understand their financial goals
- Present suitable financial products and solutions clearly and ethically
- Build and manage a pipeline of referrals and new relationships
- Maintain ongoing relationships and provide excellent client service
- Participate in team training, coaching and development sessions
What we look for
- Strong communication and people skills
- Self-motivated, coachable and goal-oriented
- Sales, customer service or leadership experience is a plus — not required
- Willingness to obtain required industry licensing
- Professional, honest and client-focused
How to apply
- 01
Apply online
Submit a short application through our Join Our Team page.
- 02
Introductory call
A recruiter reaches out to learn about you and answer questions.
- 03
Interview
Meet with a team leader to discuss the role and your goals.
- 04
Onboarding
Begin training, licensing support and mentorship.