Legacy Financial Group · 10 hours ago
Outside Sales Representative
Huntersville, NC
Full-time
Onsite
New Grad, Entry Level
$65K/yr - $95K/yrLegacy Services Financial is dedicated to providing exceptional products and services while fostering a culture of personal growth. They are seeking an Outside Sales Representative to connect with small to medium-sized businesses, build relationships, and support local businesses through field-based sales efforts.
Financial Services
Responsibilities
Building a steady pipeline using our CRM system, consistent outreach, and follow up
Reaching out to businesses to identify new opportunities and develop long term relationships
Doing client presentations in a clear and confident way that helps companies understand their options
Provide a high level of service to strengthen existing relationships and support long term partnerships
Qualification
Required
A track record of giving your best effort in previous work or projects
Someone who pushes to meet goals and takes pride in strong results
Confident communicator who can build rapport quickly and professionally
Open to coaching and willing to apply feedback to strengthen your approach
Handles challenges with problem-solving, steady effort, and professionalism
Valid driver's license, reliable transportation, and ability to pass a background check
Benefits
Competitive compensation, including monthly bonuses, and performance-based recognition for your efforts.
Comprehensive professional development and advanced sales training.
Clear career advancement opportunities
Flexibility and a focus on work-life balance.
Company
Legacy Financial Group
As a Registered Investment Adviser firm, we take great pride in our freedom when it comes to investment selection and investment philosophy.
Founded in 1988
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Chad Terry CFP®, APMA®
Chief Executive Officer
Melissa Clines
Chief Operating Officer
Company data provided by crunchbase