Senior Financial Services Sales Representative (FinTech) - Remote jobs in United States
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Domain Money · 7 hours ago

Senior Financial Services Sales Representative (FinTech) - Remote

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
date5+ years exp

Domain Money is on a mission to transform financial planning for mass affluent clients. They are seeking a Senior Financial Services Sales Representative to build and manage relationships with prospective clients and drive adoption of their financial planning solution.

Financial Services

Responsibilities

Act as the face of Domain Money and an expert in our services for our prospects by holding initial zoom meetings to get an understanding of their financial goals and circumstances
Meet with leads and clearly communicate our flat fee services, planning tiers, and value of our financial plans by targeting conversations appropriately to their goals, providing a demo of our planning tools, and building trust throughout the process
Use email and phone to follow up with your pipeline while maintaining documentation in our CRM for record tracking
Take ownership of all aspects of the sales cycle from the initial call to follow up and close while addressing questions, concerns, and objections
Work closely with our implementation, advisor, product, and engineering teams to deliver a wide a world class client experience
Be an active part of a highly collaborative sales team and share best practices

Qualification

B2C sales experienceFinancial planning conceptsCertified Financial PlannerCRM toolsInterest in fintechCommunication skillsOrganizational skillsLeadership skills

Required

5–7 years of B2C sales experience within financial services with a consistent track record of exceeding quotas
Deep understanding of financial planning concepts and the value financial planning provides to mass affluent clients
Exceptional communication, organizational, and leadership skills

Preferred

BS/BA in Finance, Accounting, or a related field
Certified Financial Planner (CFP) designation
Familiarity with financial services technology and CRM tools
Interest in fintech and/or start-up environments
Consumer fintech experience is a plus

Benefits

Comprehensive health coverage
401(k) plan
Technology allowance
PTO and paid holidays
Competitive, top-of-market compensation
In-person team and company events

Company

Domain Money

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A seamless and secure platform to invest in both stocks and cryptocurrencies.
dateFounded in 2021
location
New York, New York, USA
people-size11-50 employees
web-link
https://domainmoney.com/

Funding

Current Stage
Early Stage
Total Funding
$33M
2022-01-25Series Unknown· $33M

Leadership Team

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Adam Dell
Founder & CEO
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Jeffrey Neikrie
Vice President of Business Development
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Recent News

Business Wire
Domain Money Integrates Tax Filing into Wealth Management Services
2026-01-22
Business Wire
Domain Money Advisors Triples Wealth Management as a Service Partner Network with Appointment of Jeff Neikrie as VP of Business Development
2025-12-17
Business Insider
The very first thing to do if you want to spend less, according to financial planners
2025-05-24
Company data provided by crunchbase