Sales Representative – Financial Services

Florida Financial Advisors, Inc.; Melbourne (FL); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Mentoring

Training

Uncapped earnings

Leadership development program

Licensing support

Dynamic culture

Job summary

Florida Financial Advisors, Inc. is hiring driven, people-focused sales professionals to become licensed financial advisors in Florida.

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’ll receive one-on-one mentoring, comprehensive training in financial planning, portfolio analysis, consultative selling, client service, and compliance, plus licensing support and a fast-track to our Executive Leadership

Qualifications

• Must be able to identify and set appointments with potential clients.
• Excellent communication and relationship-building skills.
• Driven, coachable, and entrepreneurial mindset.
• Internships, athletics, leadership roles, or sales/customer service experience are a plus.

Responsibilities

• 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.

Skills

Strong communication

Rapport building

Entrepreneurial spirit

Coachable

Sales experience

Job description

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