Financial Services Consultant

UFN | United Financial Network; New York (NY); On-site; USD 100,000 - 250,000; Full time

Job summary

United Financial Network is seeking ambitious Financial Consultants to join their dynamic team in NYC. This role focuses on supporting clients with financial guidance through warm leads in a performance-driven environment, offering unlimited earning potential and supportive team culture. With no cold calling required, success is achieved through established client relationships and high performance metrics, providing a pathway to significant financial freedom.

Benefits

Wellhub Gym Membership

Paid Time Off (PTO)

401(k) Retirement Plan

Commuter Benefits

Employee Referral Program

Team Events & Office Perks

Qualifications

• Highly motivated and driven by success.
• Strong desire to thrive in a fast-paced environment.
• Sales experience is a plus but not required.

Responsibilities

• Focus exclusively on pre-qualified, inbound leads.
• Achieve daily activity metrics and monthly sales goals.
• Manage and nurture a sales pipeline using CRM tools.

Skills

Motivation

Competitive spirit

Sales experience

Proactivity

Goal orientation

Tools

CRM platforms

Excel

Job description

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HR Manager and Recruiting Specialist @ United Financial Network

Are you ready to turn your ambition into unlimited earning potential?

Do you thrive in a fast-paced, performance driven environment?

Are you motivated by success, recognition, and financial freedom?

Do you want to work with warm leads instead of cold calling?

Do you want to make a real impact by helping people take control of their financial future?

If you found yourself saying “yes” to the questions above, then this could be the opportunity you’ve been waiting for.

Join a high-performing team where your drive is rewarded, your growth is supported, and your income potential is unlimited.

United Financial Network is seeking ambitious, driven, and energetic Financial Consultants to join our dynamic team. You'll be part of a supportive, high-performing environment where hard work is recognized, success is celebrated, and your earning potential is truly unlimited—even in your first year.

In this role, you’ll work with warm, inbound leads from individuals actively seeking financial guidance. Your mission: to understand their needs and provide tailored financial solutions that put them on the path to financial well-being. Whether you're looking to launch your sales career or take it to the next level, this is a fantastic opportunity to grow professionally while making a meaningful impact.

Job Duties:

·No Cold Calling – Work Only Warm Leads:

Focus exclusively on pre-qualified, inbound leads—no need to cold call. You'll engage with clients who have already expressed interest in financial guidance, making your outreach more productive and rewarding from the start.

·Achieve Daily Activity Metrics and Monthly Sales Goals:

Consistently meet or exceed individual performance benchmarks, including daily outreach goals, follow-ups, and conversions. Competitive bonuses and performance incentives are offered to reward top performers.

·Manage and Nurture a Sales Pipeline:

Maintain an organized and active pipeline of prospects and clients using our CRM tools. Follow up consistently, track progress through the sales cycle, and implement strategic touchpoints to maximize closing opportunities and long-term client retention.

Qualifications:

·Highly motivated, goal-oriented, and driven by success—with a strong desire to thrive in a fast-paced, growth-focused environment

·A positive attitude and passion for helping others, paired with a strong work ethic and competitive spirit

·Sales experience is a plus—but not required. This role is ideal for those looking to develop or launch a career in sales

·Familiarity with CRM platforms and/or Excel is beneficial, but training is provided

·A proactive self-starter who takes initiative, seeks growth, and is eager to become a key contributor and future leader within the team

·Wellhub Gym Membership: Stay active and healthy with a subsidized gym membership through Wellhub’s platform

·Paid Time Off (PTO): Take the time you need to recharge with our generous paid time off policy

·401(k) Retirement Plan: Plan for your future with our 401(k) plan

·Commuter Benefits: Save on your daily commute with pre-tax transportation

·Employee Referral Program: Earn rewards for bringing talented individuals into the team

·Team Events & Office Perks: Build meaningful connections with your teammates through regular team lunches, happy hours, and in-office events

Compensation Package:

·Base Security + Unlimited Potential: Start with a monthly draw plan to give you the stability you need while building your book of business. But the real opportunity? Our top performers earn well into six figures, with the potential to make $100K-$250K+ annually based on performance. No Cap on commission – your income is in your hands.

·Performance-Based Bonuses: Earn additional income through individual and team performance incentives

Schedule:

·8-hour shifts in-office

·Monday to Thursday 10am – 8pm (with breaks); Friday 10am – 6pm

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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