This is a remote role

Wisepath Financial Group is looking for an Entry-Level Financial Professional to join our remote team. The Entry-Level Financial Professional prospects sales and qualifies leads for new and existing accounts.
The ideal candidate is someone with high energy, a curiosity about the industry, and tenacity. This person will bring new ideas, think outside the box, have a deep passion for the role, and create ways to attain new accounts.

Responsibilities:

• Generate lead flow - Prospect new sales leads by making an initial phone or email contact. Engage the account and prepare them for the Financial Advisors. Connect with as many leads as possible to encourage the purchase of the product offered. Be the point person for your team's sales leads qualification process.
• Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness, educational opportunities, and request referrals. Coordinate in-person meetings and calls between the new clients and Financial Advisors.
• Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.
• Build relationships – Prospect new channel partners by networking, and making phone or email contact. Connect with as many channel partners as possible to encourage the partnership of our products offered.

Requirements:

• BS degree in Marketing or Business Administration is preferred
• Hands-on experience with multiple sales techniques (including cold calls)
• Experience with CRM software
• 1+ years of sales experience or finance experience
• Familiarity with MS Excel (analyzing spreadsheets and charts)
• Understanding of sales performance metrics
• Life & Health Insurance Licenses preferred (We can assist with obtaining)

About Wisepath Financial Group:
Wisepath Financial Group offers a full, 360-degree holistic blueprint of an individual’s financial strategy. We use our network of in-house professionals to coordinate all branches - taxes, wealth management, retirement, long-term care, and estate planning and, partnering with over 70 carriers to offer a huge depth of choice and fit for each client. By organizing all the aspects of finances into one cohesive plan, we can educate, empower, and guide our clients on their financial paths.

We offer extensive training to our new professionals’ including mentorship, resources, and support to give them the confidence and knowledge they need to make a difference in the lives of those around them. As a Financial Advisor, you will develop long-lasting relationships and provide solutions to help your clients understand their current financial situation and meet their financial goals.

Employees can also take advantage of benefits

• Unlimited earning potential
• Financial assistance to new advisors
• Residual income
• Opportunities to earn additional bonuses and incentives.
• W2 FICA 7.5%
• Sponsorship of required licensing and designations
• Generous benefits package – health, dental, vision, and life/disability
• 401k w/ 6% Match
• National recognition and rewards programs including business conferences and Chairman’s trips
• Marketing/sales support & mentorship from seasoned advisors and marketers
• Flexible work schedule
• Advancement/management opportunities
• Access to an online proprietary, economic-based financial planning tool

eEVgGooB75

Job Type: Full-time

Pay: $70,000.00 - $95,000.00 per year

Please Note :
epokagency.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, epokagency.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.