Financial Sales Representative

Evolution Financial Group; New Jersey; Remote; USD 100,000 - 400,000; Full time

Job summary

An innovative financial services firm is seeking a Financial Representative to join their remote team. In this full-time role, you will manage daily operations, develop effective business strategies, and ensure alignment with company goals. Your responsibilities will include overseeing client relationships, providing financial advice, and optimizing team performance. This position offers a unique opportunity to work independently while contributing to a mission-driven organization focused on building lasting relationships and securing financial futures for clients. If you are passionate about financial services and possess strong leadership skills, this role is perfect for you.

Qualifications

• Experience in financial services is a plus.
• Ability to work independently and remotely.

Responsibilities

• Manage daily operations and develop business strategies.
• Oversee client relationships and provide financial advice.

Skills

Sales Strategy Development

Client Relationship Management

Problem-Solving Skills

Analytical Skills

Organizational Skills

Communication Skills

Negotiation Skills

Team Leadership

Education

Relevant Professional Certifications (life, health, SIE, Series 6)

Job description

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Direct message the job poster from Evolution Financial Group

Evolution Financial Group is a forward-thinking financial services firm dedicated to elevating clients to greater financial success and helping advisors enhance their practice. We aim to build wealth across generations and secure financial futures through sound strategies and prudent advice. We offer a range of services including insurance products, estate planning strategies, and retirement planning solutions. Our mission is to build trust and lasting relationships, making a difference in the lives of families and businesses.

Role Description

This is a full-time remote role for a Financial Representative. The Financial Representative will manage their own daily operations, develop and implement business strategies, and ensure team alignment with company goals. Responsibilities include overseeing client relationships, providing financial advice, managing team performance, and optimizing operational processes. The role demands effective sales communication, leadership, and problem-solving skills.

Qualifications

• Experience in financial services a plus, including providing financial advice and client relationship solutions.
• Skills in sales strategy development, operational management, and team leadership
• Excellent problem-solving, analytical, and organizational skills
• Strong communication, negotiation, and interpersonal skills
• Ability to work independently and remotely
• Relevant professional certifications (life, health, SIE, Series 6) are a plus but not necessary

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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