Sales Representative – Financial Services

Tristatefa; Wilmington (DE); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Mentoring

Training program

Uncapped earnings

Leadership development program

Dynamic culture

Licensing support

Job summary

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.

You'll receive one-on-one mentoring and comprehensive training in financial planning, portfolio analysis, consultative selling, client service, and compliance. The program offers uncapped earning potential and licensing support, all within a fast-paced,

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

Coachable & entrepreneurial

Sales & customer service experience

Job description

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