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Koch Davis
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Sales Representative – Financial Services

Sales Representative – Financial Services

tristate financial advisorsBethesda, MD

10 days ago

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales and Related Workers, All OtherSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
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Great at sales but tired of hitting an income ceiling? Tristate Financial Advisors is hiring driven, people-focused sales pros to become licensed financial advisors. No finance background and no college degree required. If you can build trust and ask for the business, we'll teach you the rest. What you'll get One-on-one mentoring from experienced advisors Comprehensive training in financial planning, portfolio analysis, consultative selling, client service, and compliance Uncapped earning potential Opportunity to participate in our Executive Leadership Development Program Fast-paced, high-energy "Google meets Wall Street" culture Licensing support
What you'll do: Identify and set appointments with potential clients Meet with clients to assess their financial needs and goals Develop customized financial plans Build lasting relationships and track client progress over time
What we're looking for: Strong communicators who build rapport quickly Competitive, coachable, and entrepreneurial Internships, athletics, leadership roles, or sales and customer service experience are a plus
Requirements:
  • U.S. citizen or permanent resident Willing to work in office
  • Check us out at
  • Learn About Our Company’s Mission here

Also on the board Same function, level within a rung

Level

Junior

Location

Bethesda, MD

Occupation

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industry

Portfolio Management and Investment Advice

Posted

10 days ago

Apply for this role (opens in a new tab)