Financial Coach

WealthSmyth; United States; Remote; USD 50,000 - 100,000; Full time

Job summary

WealthSmyth is seeking a self-motivated Financial Coach to join their fully remote team. This 1099 contractor position offers unlimited earning potential with a focus on building client relationships and exceeding sales goals. Ideal candidates will have strong interpersonal skills and a history of success in commission-based sales roles.

Qualifications

• Proven track record in sales, preferably commission-based.
• Excellent verbal and written communication skills.
• Self-motivated and goal-oriented, able to work independently.

Responsibilities

• Identify and pursue sales opportunities through prospecting.
• Maintain records of all customer interactions and sales outcomes.
• Collaborate with the team to align with organizational goals.

Skills

Sales

Negotiation

Relationship Management

Communication

Interpersonal Skills

Self-motivated

Education

High school diploma or equivalent

Tools

CRM software

Job description

Job Title: Financial Coach (1099 Contractor)
Location: 100% RemoteU.S. Only
Compensation: 100% Commission-Based

Job Summary: We are seeking driven, self-motivated Financial Coach to join our dynamic team. This role is a fully remote, commission-based position, ideal for individuals who thrive in a performance-driven environment.

As an Independent Contractor, you will focus on building relationships, generating leads, and closing sales. Success in this role will be measured by your ability to consistently meet or exceed your goals, provide exceptional customer service, and contribute to the overall growth of the organization.

Key Responsibilities:

• Proactively identify and pursue sales opportunities through prospecting, networking, and relationship-building with potential clients.

• Present and provide company products/services to new and existing clients.

• Develop a thorough understanding of the company's offerings to effectively communicate value propositions to prospects.

• Follow up on leads and sales inquiries in a timely manner, addressing any customer questions or concerns.

• Maintain accurate records of all activities, customer interactions, and sales results.

• Collaborate with the broader team to ensure alignment with organizational goals and strategies.

• Continuously stay up-to-date on industry trends and competitive landscape to adapt sales strategies accordingly.

What Success Looks Like:

• Consistently meeting or exceeding goals.

• Building and maintaining a strong pipeline of prospective clients.

• Successfully converting leads into long-term clients and maintaining relationships for repeat business.

• Providing excellent customer service, ensuring client satisfaction, and fostering customer loyalty.

• Contributing to the overall growth and success of the company through your sales efforts.

Qualifications:

• Proven track record in sales, preferably in a commission-based role.

• Excellent verbal and written communication skills, with the ability to engage and persuade diverse audiences.

• Strong interpersonal skills and the ability to build and maintain client relationships.

• Highly organized with the ability to manage multiple tasks and prioritize effectively.

• Self-motivated and goal-oriented, with the ability to work independently in a remote environment.

• Proficiency in CRM software and sales tools is a plus.

• High school diploma or equivalent preferred but not required, age 18+ only (due to requirement of state and federal licensing and contracting.)

Why Join Us: As an Independent Sales Representative, you will have the freedom to work remotely with unlimited earning potential based entirely on your results. This role offers a unique opportunity to drive your own success while being supported by a company invested in your growth.

Company Description

WealthSmyth is a financial agency and technology platform focused on improving broker outcomes and enhancing client service through generative AI. The company operates remotely, providing innovative solutions to clients in the financial industry.

Role Description

This is a contract remote role for a Salesperson at WealthSmyth Agency. The Salesperson will be responsible for identifying and acquiring new clients, maintaining client relationships, and promoting financial products and services offered by the agency.

Qualifications

• Sales, Negotiation, and Relationship Management skills
• Excellent communication and interpersonal skills
• Ability to work independently and remotely

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