Sales Representative – Financial Services

Tristatefa; Indianapolis (IN); Sur place; USD 50 000 - 85 000; Plein temps

Avantages offerts par ce poste

One-on-one mentoring

Comprehensive training in financial-pl

Uncapped earning potential

Executive Leadership Development Plan

Fast-paced culture (Google meets Wall)

Licensing support

Résumé du poste

Tristate Financial Advisors is hiring driven, people-focused sales pros to become licensed financial advisors in Indianapolis, Indiana. No finance background and no college degree required, with strong mentoring and comprehensive training provided.

You’ll identify prospects, set appointments, meet clients to assess needs, and develop tailored financial plans while building lasting relationships for ongoing success.

Qualifications

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

Responsabilités

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

Connaissances

Strong communicators

Rapport building

Competitive

Coachable

Entrepreneurial

Sales experience

Formation

No college degree required

Description du poste

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