Financial Services Sales Exec – Tampa (Health & 401k)

Willow East Partners; Tampa (FL); On-site; USD 100,000 - 148,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Tuition reimbursement

Job summary

Willow East Partners in Tampa, FL is seeking a Sales Representative to drive revenue growth in financial services. As a FULL_TIME employee, you will identify sales opportunities, negotiate deals, and build lasting client relationships, delivering tailored financial solutions.

Requirements include a Bachelor's in Finance/Economics and 2-5 years of sales experience in financial services. You will work with a collaborative team at our boutique investment management firm, offering comprehensive

Qualifications

• Bachelor's degree in Finance, Business, or Economics.
• 2–5 years of sales experience in financial services.
• Proven track record of meeting or exceeding sales targets.
• Strong communication and negotiation skills.

Responsibilities

• Develop and maintain a strong pipeline of potential clients.
• Present investment strategies and products to clients.
• Build and nurture relationships with existing clients.
• Monitor performance metrics and identify sales growth opportunities.
• Collaborate with marketing on targeted campaigns.
• Attend industry events to expand your professional network.

Skills

Sales experience

Communication skills

Negotiation skills

Relationship building

Education

Bachelor's in Finance/Economics

Tools

CRM software

Microsoft Office

Job description

Willow East Partners in Tampa, FL is seeking a Sales Representative to drive revenue growth in financial services. As a FULL_TIME employee, you will identify sales opportunities, negotiate deals, and build lasting client relationships, delivering tailored financial solutions.

Requirements include a Bachelor's in Finance/Economics and 2-5 years of sales experience in financial services. You will work with a collaborative team at our boutique investment management firm, offering comprehensive