Financial Square · 2 days ago
Sales Representative
New London County, CT
Full-time
Hybrid
New Grad, Entry LevelFinancial Square provides comprehensive financial services, aiming to help clients achieve their financial goals through personalized advice. The Sales Representative will identify and engage prospective clients, build strong relationships, and meet sales targets while collaborating with team members to improve product knowledge.
Employee BenefitsFinancial ServicesRetirement
Hiring Manager
Greg Lavelle, MBA
Responsibilities
Identifying and engaging prospective clients
Building and maintaining strong client relationships
Meeting sales targets
Conducting client consultations
Presenting tailored financial solutions
Maintaining detailed records of sales activities
Collaborating with team members to achieve business development objectives
Continuously improving product knowledge
Qualification
Required
Strong communication, persuasion, and relationship-building skills
Sales, client outreach, and negotiation experience
Organizational, time management, and critical thinking abilities
Knowledge of financial products, services, and strategies
Proficiency in using CRM software and other sales tools
Positive attitude, self-motivation, and ability to work in a hybrid environment
Preferred
Bachelor's degree in Business, Finance, Marketing, or a related field is a plus
Prior experience in the financial or insurance industry is beneficial
Company
Financial Square
Financial Square provides insurance and investment services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Greg Lavelle, MBA
President/CEO Financial Square.us
Company data provided by crunchbase