Entry Level Financial Strategist - Remote
Requirements at a glance
Entry Level Financial Strategist - Remote at Openings at SalesDraft Recruiting is a full-time remote role. It does not mention visa sponsorship. Applications are submitted through Breezy HR.
- Visa sponsorship
- Not mentioned in the posting
- Application platform
- Breezy HR
Extracted automatically from the job description. Confirm details in the full posting below.
Join Global Financial Impact as an Entry Level Financial Strategist - Remote!
Are you a motivated individual eager to launch a career in financial sales? Global Financial Impact is seeking driven, entry-level talent to join our dynamic team. In this crucial role, you will be empowered to manage the entire client journey, from initial contact to securing financial agreements, all within a supportive and growth-oriented environment. This is an exceptional opportunity to develop your sales acumen and make a tangible impact on clients' financial futures.
Role Overview
As a Licensed Financial Strategist, you will be the primary point of contact for clients, guiding them through our comprehensive financial solutions. You will own the full sales cycle, leveraging your communication skills to build trust and demonstrate value. This role is designed for individuals who thrive on autonomy, possess a strong desire to learn, and are motivated by performance-based earning potential.
Day-to-Day Responsibilities
- Conduct proactive outreach to identify and engage potential clients via phone and video calls.
- Build strong rapport and trust with prospects, understanding their unique financial needs and goals.
- Present tailored financial strategies and solutions clearly and persuasively.
- Manage your sales pipeline effectively from lead generation to closing deals.
- Navigate client inquiries and objections with professionalism and expertise.
- Secure client agreements and ensure a smooth onboarding process.
- Maintain accurate client records and sales activity logs.
- Continuously enhance product knowledge and sales techniques.
Compensation
This commission-only role offers significant earning potential, with monthly earnings ranging from $2,500 to $20,000 USD based on performance. Your success directly translates into your income, providing a rewarding path for motivated individuals.
Qualifications
- Must be 18 or older.
- Proven ability to build rapport and establish trust over phone and video communication.
- Excellent verbal and written communication skills, with the ability to articulate complex information clearly.
- Strong organizational skills and the capacity to manage a sales pipeline end-to-end.
- Self-motivated and driven to achieve sales targets.
- Professional demeanor and a client-centric approach.
- Adaptability and a willingness to learn new financial strategies and sales techniques.
About Global Financial Impact
Global Financial Impact is dedicated to empowering individuals to achieve their financial aspirations. We provide innovative financial solutions and exceptional client service. Join us and be part of a team that values growth, integrity, and client success.