Growth‑Driven Financial Services Sales Pro

Burch Boehner; San Jose (CA); Vor Ort; USD 60.000 - 95.000; Vollzeit

Benefits dieser Stelle

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Zusammenfassung

Burch Boehner in San Jose, CA is seeking a motivated, client-focused sales professional to build relationships, develop new business, and help clients make important financial decisions.

No prior financial-services licensing is required; comprehensive training and licensing support are provided. This full-time, in-office role offers a clear career path with opportunities for advancement and a strong compensation package.

Qualifikationen

• Strong communication and relationship-building skills are required.
• Background in sales or client-facing roles is helpful but not required.
• Willingness to learn and grow in financial services.

Aufgaben

• Build strong relationships with existing and prospective clients.
• Proactively grow the client base through prospecting, referrals, and follow-up.
• Identify additional insurance and financial needs within existing client households.
• Conduct client reviews and uncover opportunities for retirement, investment, insurance, and financial planning conversations.
• Develop new business through relationship-based selling.
• Maintain an active pipeline of prospects and client opportunities.
• Provide an exceptional client experience and build long-term relationships.
• Complete training and licensing to expand your financial-services capabilities.
• Work closely with the team to achieve individual and office growth goals.

Kenntnisse

Initiating conversations

Developing new business

Client-focused

Relationship-building

Active listening

Follow-up discipline

Self-motivation

Willingness to learn

Jobbeschreibung

Burch Boehner in San Jose, CA is seeking a motivated, client-focused sales professional to build relationships, develop new business, and help clients make important financial decisions.

No prior financial-services licensing is required; comprehensive training and licensing support are provided. This full-time, in-office role offers a clear career path with opportunities for advancement and a strong compensation package.