Apply on Employer Site

Domain Money · 2 days ago

Senior Financial Sales Manager @ Domain Money (Fully Remote)

United States

Full-time

Remote

Senior Level

5+ years exp

Domain Money is on a mission to transform financial planning for mass affluent clients through an innovative platform that combines AI technology with Certified Financial Planners. The Senior Financial Sales Manager will be responsible for building and managing relationships with prospective clients, driving the adoption of financial planning solutions, and ensuring a best-in-class client experience.

Financial Services

Responsibilities

Act as the face of Domain Money and an expert in our services for our prospects by holding initial zoom meetings to get an understanding of their financial goals and circumstances

Meet with leads and clearly communicate our flat fee services, planning tiers, and value of our financial plans by targeting conversations appropriately to their goals, providing a demo of our planning tools, and building trust throughout the process

Use email and phone to follow up with your pipeline while maintaining documentation in our CRM for record tracking

Take ownership of all aspects of the sales cycle from the initial call to follow up and close while addressing questions, concerns, and objections

Work closely with our implementation, advisor, product, and engineering teams to deliver a wide a world class client experience

Be an active part of a highly collaborative sales team and share best practices

Qualification

B2C sales experienceFinancial planning conceptsCertified Financial PlannerCRM toolsInterest in fintechCommunication skillsOrganizational skillsLeadership skills