Entry Level Financial Professional - Remote

Overview

This is a remote/hybrid role. Wisepath Group DBA - Strategic Financial Concepts is looking for an Entry-Level Financial Professional to join our team. The Entry-Level Financial Professional prospects sales and qualifies leads for new and existing accounts.

In Short

• Generate lead flow by prospecting new sales leads through phone or email contact.
• Manage current accounts by staying in contact and creating brand awareness.
• Provide customer support by addressing client calls and emails.
• Build relationships by networking and connecting with channel partners.
• Assist Financial Advisors in coordinating meetings and calls with clients.
• Work on lead qualification processes for the sales team.
• Utilize multiple sales techniques, including cold calls.
• Stay updated on sales performance metrics.
• Receive mentorship and marketing support from seasoned advisors.
• Flexible work schedule with opportunities for advancement.

Requirements

• BS degree in Marketing or Business Administration is preferred.
• Hands-on experience with multiple sales techniques.
• Experience with CRM software.
• 1+ years of sales or finance experience.
• Familiarity with MS Excel for analyzing spreadsheets.
• Understanding of sales performance metrics.
• Life & Health Insurance Licenses preferred.

Benefits

• Unlimited earning potential.
• Financial assistance to new advisors.
• Residual income opportunities.
• Additional bonuses and incentives.
• Generous benefits package including health, dental, and vision.
• 401k with 6% match.
• Marketing/sales support and mentorship.
• Flexible work schedule.
• Advancement opportunities.
• Access to proprietary financial planning tools.