Sales Representative – Financial Services

Texas Financial Advisors; Austin (TX); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Mentoring

Financial planning training

Uncapped earnings

Leadership development program

Fast-paced culture

Licensing support

Job summary

Texas Financial Advisors is hiring driven, people-focused sales pros to become licensed financial advisors in Texas. No finance background and no college degree required. If you can build trust and ask for the business, we'll teach you the rest.

You will receive one-on-one mentoring, comprehensive training in financial planning, portfolio analysis, consultative selling, client service, and compliance, plus uncapped earning potential and licensing support.

Qualifications

• Strong communicators who build rapport quickly.
• Competitive, coachable, and entrepreneurial.
• Internships, athletics, leadership roles, or sales and customer service experience are a plus.

Responsibilities

• Identify and set appointments with potential clients.
• Meet with clients to assess their financial needs and goals.
• Develop customized financial plans.
• Build lasting relationships and track client progress over time.

Skills

Strong communicators

Rapport building

Competitive mindset

Coachable

Entrepreneurial spirit

Sales and customer service experience

Job description

Great at sales but tired of hitting an income ceiling? Texas Financial Advisors is hiring driven, people-focused sales pros to become licensed financial advisors. No finance background and no college degree required. If you can build trust and ask for the business, we'll teach you the rest.

What you'll get

• One-on-one mentoring from experienced advisors


• Comprehensive training in financial planning, portfolio analysis, consultative selling, client service, and compliance


• Uncapped earning potential


• Opportunity to participate in our Executive Leadership Development Program


• Fast-paced, high-energy \"Google meets Wall Street\" culture


• Licensing support

What you'll do

• Identify and set appointments with potential clients


• Meet with clients to assess their financial needs and goals


• Develop customized financial plans


• Build lasting relationships and track client progress over time

What we're looking for

• Strong communicators who build rapport quickly


• Competitive, coachable, and entrepreneurial


• Internships, athletics, leadership roles, or sales and customer service experience are a plus