Sales Representative – Financial Services

Georgia Financial Advisors; Savannah (GA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

One-on-one mentoring

Comprehensive training in financials

Uncapped earning potential

Executive Leadership Development Prog.

Fast-paced culture

Licensing support

Job summary

Georgia Financial Advisors is seeking motivated sales-focused individuals to become licensed financial advisors. No finance background or college degree required; training will cover financial planning, portfolio analysis, consultative selling, client service, and compliance.

You will identify prospects, set meetings, and guide clients through tailored financial plans while building long-term relationships.

Qualifications

• Excellent communication and active listening skills.
• Ability to build trust quickly with potential clients.
• Willingness to learn financial planning and sales process.

Responsibilities

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

Skills

Strong communication

Rapport building

Coachable

Entrepreneurial mindset

Sales experience

Job description

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