Sales Representative

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 seeks a Sales Representative in Tampa, FL. As a FULL_TIME employee, you'll drive sales growth and build client relationships in financial services. This role offers a competitive salary of $100,000 - $148,199 and benefits.

Daily tasks include identifying sales opportunities, negotiating deals, and maintaining client relationships. You'll also provide financial solutions tailored to clients' needs, using your expertise in the industry.

You'll collaborate with a dynamic team at our office in Tampa, Florida, where our boutique investment management firm specializes in innovation and client satisfaction. Our team is composed of experienced professionals who are passionate about delivering exceptional service and achieving outstanding results for our clients. We pride ourselves on our ability to adapt to the ever‑changing financial landscape and provide tailored solutions that meet the unique needs of each client. Our firm's commitment to excellence and integrity is reflected in our comprehensive range of investment strategies and our dedication to building long‑term relationships with our clients.

The salary range for this position is between $100,000 and $148,199 per year, providing a competitive compensation package. In addition to the base salary, employees can benefit from comprehensive health insurance plans that cover medical, dental, and vision care. The company also offers a robust retirement plan, including a 401(k) match, to help employees save for their future. Furthermore, professional development opportunities are available, such as tuition reimbursement for courses related to the field, workshops, and seminars, allowing employees to enhance their skills and advance their careers.

You should have a degree in finance, economics, or a related field, and 2-5 years of sales experience in financial services. Strong communication and negotiation skills are essential.

The deadline for submitting your application is set for November 23, 2026.

What you will do:

1. Develop and maintain a strong pipeline of potential clients through outbound and inbound sales efforts.


2. Present investment strategies and products to clients, highlighting their benefits and potential returns.


3. Build and nurture relationships with existing clients to understand their needs and provide ongoing support.


4. Monitor performance metrics and identify opportunities for sales growth and improvement.


5. Collaborate with the marketing team to develop and execute targeted sales campaigns.


6. Attend industry events and networking opportunities to expand your professional network.

What we need:

1. Bachelor's degree in a related field, such as Finance, Business, or Economics.


2. Minimum of 3 years of experience in sales, preferably in the financial services industry.


3. Proven track record of meeting or exceeding sales targets.


4. Strong communication and presentation skills, with the ability to effectively articulate complex financial concepts.


5. Excellent interpersonal and negotiation skills, with a customer‑centric approach.


6. Proficiency in Microsoft Office Suite and CRM software.