Sales - Financial & Retirement StrategistAnonymous Balloon
Job Summary
We're looking for a dedicated Retirement Plan Account Specialist with a strong work ethic and a customer-oriented approach to join our team. This role involves working with warm leads and appointments. A solid sales associate can expect a yearly income of $120,000, but with uncapped commission potential.
Responsibilities
- Work with our list of warm leads to close sales successfully
- Manage and grow a portfolio of clients through effective sales strategies
- Provide excellent customer service to maintain strong client relationships
- Organize and prioritize tasks to ensure efficiency and productivity
Qualifications
- Eager to listen to and serve customers helping them reach their goals
- Excellent communication and interpersonal skills
- Eligibility to work in the United States and ability to travel as needed
Requirements
- Experience selling financial products with increasing sales goals•3+ years
- Strong work ethic
- Customer-oriented focus
- Highly organized
About Us
Our mission is to bridge the information gap for Pensioned Americans and their retirement systems. We strive to support the 20 million federal and state employees across the nation in maximizing their earned benefits.
What We Offer
- Competitive base salary with uncapped commissions potential ($120k-$140k/yr OTE)
- Medical and dental care
- 401(k) savings
- Potential remote position with 8 weeks training in Richmond, VA
Job Roles
Sales
