Sales Representative – Financial Services

Tristatefa; Charleston (SC); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Mentoring program

Comprehensive training

Licensing support

Leadership development

High-energy culture

Job summary

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

We offer mentoring, comprehensive training in financial planning and advisory skills, licensing support, and an Executive Leadership Development Program to accelerate your growth.

Qualifications

• No finance background and no college degree required.
• Must be able to identify client needs and build trust.
• Strong communication and prospecting skills are essential.

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 communicator

Relationship builder

Coachable

Entrepreneurial mindset

Job description

Great at sales but tired of hitting an income ceiling? Tristate 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