Sales Representative
Listed on 2026-07-04
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Finance & Banking
Financial Sales, Financial Advisor / Consultant
Answer client questions via our chat, video, email and phone calls.
Foster client retention by helping client’s workflow using our financial data platform.
You should be familiar with financial investments and will become thoroughly familiar with Telemet’s financial data platform via our coaching and training.
See .
The Opportunity:
Join a small, family-like team.
Come grow with us.
You enjoy a base salary commensurate with experience.
There is also a bonus plan, paid vacation and sick leave, a 401K retirement program and a Blue Cross health insurance plan.
Support client use of Telemet's financial data platform,
Develop and sustain strong client relationships,
Offer orientation and continuing product education (via webinars, and calls),
Resolve financial data platform issues that our clients may experience,
Serve as aclient advocate during sales meetings highlighting new needs and solutions.
Must Have
Skills and Experience:
2+ years financial and client service experience
Bachelor’s degree (preferably in Finance)
Proficiency with Microsoft Exceland other MS Office products
Personable and flexible with strong oral, presentation and written skills
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