Swooped ยท 1 day ago
Financial Sales Representative
United States
Full-time
Remote
Entry, Mid Level
$55K/yr - $120K/yr
2+ years exp
Maximize your interview chancesArtificial Intelligence (AI)Human Resources
Insider Connection @Swooped
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Conducting meetings with prospective members through video calls, phone calls, and emails.
Managing a pipeline of interested prospects by scheduling meetings through text, email, and outbound dials.
Explaining the planning process and managing member expectations.
Helping potential members understand how personalized financial planning can improve their quality of life.
Facilitating smooth transitions to financial planners by clearly communicating member needs and expectations.
Qualification
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Required
Minimum of 2+ years of experience in financial sales.
Comfortable making outbound dials to warm sales leads.
Strong interpersonal and communication skills, both written and verbal.
A commitment to providing exceptional member service and support.
Ability to work independently while collaborating with a team.
Preferred
Experience in the financial services industry with a solid understanding of financial planning concepts.
Proficiency in using digital communication tools and software.
Willingness to adjust working hours to suit member availability, including evenings and weekends.
Possessing a strong member-first attitude and demonstrating personal integrity.
Benefits
Equity
Flexible PTO
Comprehensive benefits including medical, dental, and vision insurance
401(k) with employer match
Short and long-term disability coverage (paid by the company)
Life insurance options
Paid parental leave
Certification reimbursement program
Opportunity to work from anywhere in the United States
Company
Swooped
Swooped is a job search platform using AI to optimize resumes and cover letters, focusing on remote job opportunities.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
