Sales Representative – Financial Services

Texas Financial Advisors; Houston (TX); On-site; USD 45,000 - 80,000; Full time

Benefits offered by this job

One-on-one mentoring

Comprehensive training in financial_pl

Uncapped earning potential

Executive Leadership Development

Fast-paced culture

Licensing support

Job summary

Texas Financial Advisors is hiring driven sales professionals to become licensed financial advisors. No finance background and no college degree required. You can build trust and ask for the business, and we’ll teach you the rest.

Mentoring, comprehensive training, and licensing support are provided to help you succeed in a fast-paced, high-energy culture. You will identify prospects, meet with clients, develop plans, and track progress, with uncapped earning potential and a path to leadership

Qualifications

• No finance background and no college degree required.
• Must be able to build trust and ask for the business.
• Licensing and compliance training provided.

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

Communication skills

Rapport building

Sales experience

Entrepreneurial mindset

Coachable

Leadership 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