Sales Representative – Financial Services

Florida Financial Advisors, Inc.; Sarasota (FL); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Mentoring

Comprehensive training program

Uncapped earnings potential

Executive Leadership Development Plan

Dynamic, fast-paced culture

Licensing support

Job summary

Florida Financial Advisors, Inc. is seeking driven sales professionals to become licensed financial advisors. No finance background or degree required; if you can build trust and close business, we'll train you.

You'll receive mentoring, comprehensive training in financial planning, portfolio analysis, consultative selling, client service and compliance, plus licensing support and fast-track leadership development. Expect an energetic, results-driven culture in Sarasota.

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 communication

Rapport building

Coachable

Entrepreneurial mindset

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