Entry-Level Financial Sales Consultant

KKR; Indiana; On-site; USD 52,000 - 64,000; Full time

Job summary

KKR is seeking a Sales Consultant to support financial advisors and brokers, answering inbound inquiries and guiding them on retirement product offerings. The role is the first step on a defined sales career path with progression to Dedicated Sales Consultant and Internal Wholesaler.

You will build product knowledge, licensing, and advisor-facing experience while supporting inbound sales activity and collaborating with field wholesalers to drive results.

Qualifications

• Bachelor's degree is required.
• Strong verbal and written communication skills.
• Analytical mindset to understand advisor needs.
• Genuine interest in financial services, capital markets, and retirement planning.
• Ability to thrive in a fast-paced, team-oriented environment.
• Willingness to quickly learn products, systems, and workflows.
• Must obtain SIE, Life and Health, Series 63 and Series 7 licenses within 120 days.

Responsibilities

• Serve as a primary point of contact for inbound broker and advisor inquiries.
• Provide sales support on product features, benefits, and competitive positioning of retirement solutions.
• Create and deliver customized, web-based hypothetical illustrations tailored to client scenarios.
• Ensure advisors have accurate, compliant, and up-to-date marketing and sales materials.
• Document all client interactions in Salesforce to support pipeline tracking and analytics.
• Act as a liaison between the home office and field wholesalers to ensure seamless execution.
• Collaborate closely with internal teams to support sales initiatives and process improvements.
• Assist with onboarding and knowledge-sharing for new team members as you progress in the role.

Skills

Verbal communication

Written communication

Analytical mindset

Team player

Initiative

Fast-paced environment

Quick learner

Licensing readiness

Education

Bachelor's degree

Tools

Salesforce

Job description

KKR is seeking a Sales Consultant to support financial advisors and brokers, answering inbound inquiries and guiding them on retirement product offerings. The role is the first step on a defined sales career path with progression to Dedicated Sales Consultant and Internal Wholesaler.

You will build product knowledge, licensing, and advisor-facing experience while supporting inbound sales activity and collaborating with field wholesalers to drive results.