Apply on Employer Site

Evolution Financial Group · 2 hours ago

Financial Sales Representative

United States

Full-time

Remote

New Grad, Entry Level

Evolution Financial Group is a forward-thinking financial services firm dedicated to helping clients build wealth across generations. They are seeking a Financial Sales Representative responsible for managing client relationships, offering financial products and services, and providing sound financial advice.

AdviceFinancial ServicesInsuranceWealth Management

Responsibilities

Managing client relationships

Offering financial products and services

Providing sound financial advice

Assessing client needs

Delivering financial solutions

Conducting sales presentations

Ensuring client satisfaction

Developing new business opportunities

Maintaining up-to-date knowledge of financial products and market trends

Qualification

FinanceFinancial ServicesSales experienceCustomer Service skillsRelevant certificationsCommunication skills

Required

Strong skills in Finance and Financial Services

Excellent Communication and Customer Service skills

Proven Sales experience and capabilities

Ability to work independently and remotely

Preferred

Relevant certifications (e.g., Life/Health, Series 6, Series 63) are a plus. Though willing to train

Company

Evolution Financial Group

Evolution Financial Group provides insurances, financial planning, living benefits, wealth, and investment management advisory services.

Founded in 2019

Media, Pennsylvania, USA

51-200 employees

https://www.evolutionfinancialgroup.net/

Funding

Current Stage

Growth Stage

Leadership Team

Neal Regino

Partner and Financial Advisor

Stephen Smith

Partner

Recent News

https://www.inquirer.com

These 5 overlooked employee benefits can make hiring easier and keep workers happy

2024-10-30

Company data provided by crunchbase