FINANCIAL SALES REPRESENTATIVE

Key Capital Group; New York (NY); On-site; USD 52,000 - 80,000; Full time

Job summary

Key Capital Group is seeking a Financial Sales Representative in a full-time role based in the New York area. The position focuses on handling high-volume cold and warm lead calls, building client relationships, and generating new business opportunities.

You will make outbound calls, follow up on leads, explain financial products, qualify prospects, and drive sales targets in a fast-paced environment. The company operates with multiple locations and features a performance-driven culture.

Qualifications

• Experience in sales, telemarketing, financial services, or a call center.
• Proven ability to handle high-volume outbound calling.
• Confident communicator with strong persuasion and negotiation skills.
• Comfortable making cold calls and speaking with new prospects.
• Goal-oriented, competitive, and motivated by achieving sales targets.
• Strong follow-up and objection-handling skills.
• Excellent phone etiquette and professional communication.
• Comfortable working in a fast-paced, performance-driven environment.

Responsibilities

• Make a high volume of outbound cold and warm calls to prospective clients.
• Follow up with leads and identify potential sales opportunities.
• Explain financial products and services clearly and professionally.
• Qualify prospects based on their needs and financial goals.
• Build rapport, overcome objections, and confidently close sales.
• Maintain accurate records of calls, leads, follow-ups, and sales activity.
• Meet or exceed daily and monthly call and sales targets.
• Follow up consistently with interested prospects to move them through the sales process.
• Provide excellent customer service and maintain professional client relationships.
• Follow all company policies and applicable financial industry regulations.

Skills

High-volume outbound calling

Persuasion and negotiation

Strong communication

Follow-up and objection handling

Goal-oriented selling

Job description

Financial Sales Representative

We are seeking a motivated and results-driven Financial Sales Representative to handle high-volume cold and warm lead calls, build strong client relationships, and generate new business opportunities.. .

Responsibilities

• Make a high volume of outbound cold and warm calls to prospective clients..
• Follow up with leads and identify potential sales opportunities..
• Explain financial products and services clearly and professionally..
• Qualify prospects based on their needs and financial goals..
• Build rapport, overcome objections, and confidently close sales..
• Maintain accurate records of calls, leads, follow-ups, and sales activity..
• Meet or exceed daily and monthly call and sales targets..
• Follow up consistently with interested prospects to move them through the sales process..
• Provide excellent customer service and maintain professional client relationships..
• Follow all company policies and applicable financial industry regulations..

Requirements

• Previous experience in sales, telemarketing, financial services, or a call center preferred..
• Proven ability to handle **high-volume outbound calling**..
• Confident communicator with strong persuasion and negotiation skills..
• Comfortable making cold calls and speaking with new prospects..
• Goal-oriented, competitive, and motivated by achieving sales targets..
• Strong follow-up and objection-handling skills..
• Excellent phone etiquette and professional communication..
• Comfortable working in a fast-paced, performance-driven environment..

**Position:** Financial Sales Representative. **Employment Type:** Full-Time.

Experience: Required
Employment: Full-time

About Key Capital Group:

Key Capital Group has been around for 10 years, we have 3 locations. Staten Island (full), Brooklyn (full), and downtown Manhattan (open). We have 60-65 employees. Our firm is signed up with the most competitive lenders/private in the space