Job Details
Location: Los Angeles Area. For remote option: USA and Canada (work authorization is a must)
Job Type: Full-time/Part-time
Commission-based with significant earning potential for high performers. Candidates with an entrepreneurial spirit seeking partnership opportunities will find this role particularly rewarding.
Wealth Mission Financial Planning LLC is a forward-thinking financial planning firm dedicated to providing personalized investment solutions and strategic planning. Our team is committed to guiding our clients towards achieving their financial aspirations.
We are on the lookout for a driven and enthusiastic Sales Associate to amplify our team. This role is integral in promoting our financial planning services, establishing relationships with prospective clients, and contributing towards our ambitious sales goals. Ideal candidates should be eager to embrace a commission-based structure and are motivated by the prospect of growing into a partnership role within the company.
Key Responsibilities:
- Develop relationships with potential clients through networking, cold calling, and referrals.
- Present and sell company services to prospective and existing clients.
- Prepare and execute action plans to identify specific targets and project number of contacts to be made.
- Monitor new leads and referrals, following up as necessary.
- Create and deliver presentations, proposals, and sales agreements.
- Develop and maintain current product knowledge and sales materials.
- Engage in marketing events, seminars, and workshops to bolster client base.
- Document client interactions, inquiries, and feedback, along with subsequent actions taken.
- Collaborate with the team to achieve sales targets.
Qualifications:
- High school diploma or higher.
- Eagerness to learn and grow in the financial services industry.
- Strong communication skills, with the ability to influence and engage clients.
- Ability to self-motivate and work independently toward personal goals.
- Readiness to obtain a life insurance license as part of professional development.
- Ambitious to become a partner.
Work permit: USA, Canada
How to Apply:
Please submit your resume along with a cover letter detailing your interest in a commission-based role and your entrepreneurial aspirations to the attention of Mr. Hov.