Sales Representative

Location

Fort Worth, TX | United States

Job description

Sales Representative

Are you interested in helping people find their path to growing wealth and leaving behind a legacy? Would you like the same path?

Fast growing financial planning and investment firm is looking for a seasoned sales representative. This extraordinary person would be extremely personable, charming, a natural teacher and a dynamic speaker/presenter. They should exhibit the highest integrity and a reputation for putting the client first. This career path offers unlimited income with potential for a multiple 6-figure income. Are you ready for the career and company that will change your life? If yes, read further...

Why Strittmatter? Strittmatter Wealth Management Group, LLC (SWMG) is a boutique financial planning and investment firm located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers . For more information about our firm visit stritttmatterwealth.com . We look forward to meeting you!

Job Duties and Responsibilities

• Generate, on average, 3-5 Wealth Strategy appointments per day using our 16 different methods that we have developed including:
  • Seminars
  • Webinars
  • LinkedIn
  • Network Marketing
  • Direct Marketing
  • Business to Business Marketing
• Create and develop relationships with future clients
• Write sales scripts and processes
• Utilize CRM technology systems to create future follow-up activities for future clients
• Utilize drip marketing campaigns to create ongoing marketing invitations to events
• Train new Lead Generation Specialist
• Perform other duties and responsibilities as assigned

Job requirements

• 3+ years of experience in sales/lead generation
• Sales training course completed or willingness to complete
• Proof of prior sales history
• LinkedIn account
• Evenings available for marketing events
• United States citizen
• 3 References

Job Skills Required

• • Personable, professional, and courteous
  • Professional public speaking and presenting skills
  • Excellent organization and time management skills
  • Ability to write sales scripts and presentations
  • Detail oriented to ensure quality standards are met
  • Provide a high level of client service in a calm, courteous and professional manner
  • Ability to work independently as well as collaboratively within a team environment
  • High proficiency in technology including:
    • Microsoft Office
      • PowerPoint
      • Excel
      • Word
      • Outlook
      • Teams
    • CRM
      • HubSpot
    • Video
      • Zoom
      • Teams
    • Social Media
      • LinkedIn
      • Instagram

• Facebook

Job Details

• Full time or part time position available with ability to work remotely in Dallas-Fort Worth area
• Salary, commission and bonus
  • Base Salary - will depend on part time or full-time work
  • Commission - based on production
  • Bonus based on hitting benchmarks
• Other benefits
  • Life, Disability, Vision, Dental
  • PPO Medical Plan with multiple options
  • 401(k) with match
• If interested in this exciting opportunity, please do the following:
  • Submit a brief paragraph describing your interest in this opportunity and why you would be a good fit
  • Submit your resume
  • Call 817-768-2040 and answer the questions on voicemail
  • When we will be touch shortly with the next steps

Job tags

Salary