Financial Services Representative (Entry-Level, In-Person) jobs in United States
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Ollie Grant Ventures ยท 2 days ago

Financial Services Representative (Entry-Level, In-Person)

Ollie Grant Ventures is hiring entry-level Financial Services Representatives to join our in-office outreach team in New York City. This role focuses on outbound calling and outreach in a structured, professional financial services environment.

Financial Services

Responsibilities

Make outbound calls from our office using approved frameworks
Market Ollie Grant Ventures at a high level
Qualify interest and schedule introductory calls for senior team members
Track call activity and notes in CRM systems
Follow compliance and communication guidelines
Work closely with managers and team leads in person

Qualification

Verbal communicationOutbound callingInterest in financeProfessionalismCoachable

Required

Entry-level candidates and recent graduates encouraged to apply
Strong verbal communication skills
Comfortable speaking on the phone and handling outbound call volume
Professional, reliable, and coachable

Preferred

Interest in finance, sales, or business development preferred
Prior calling or sales experience is a plus but not required

Benefits

Performance-based bonuses
Training and structured onboarding
Advancement opportunities based on performance

Company

Ollie Grant Ventures

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Partnership through discipline. We identify late-stage opportunities in regulated industries where complexity creates competitive moats.

Funding

Current Stage
Early Stage
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