Sales Representative

Financial Square provides comprehensive services, including retirement planning, estate planning, employee benefits, and tax preparation. With a mission to help clients achieve their financial goals, Financial Square offers personalized and professional advice tailored to unique financial situations. The company is committed to maintaining high standards of integrity and professionalism while delivering honest and reliable assistance. Financial Square values building strong client relationships and providing exceptional support to address financial needs and goals.

This is a full-time hybrid role as a Sales Representative based in New London County, CT, with an option for partial remote work. The Sales Representative will focus on identifying and engaging prospective clients, building and maintaining strong client relationships, and meeting sales targets.

• Conduct client consultations and present tailored financial solutions.
• Maintain detailed records of sales activities.
• Collaborate with team members to achieve business development objectives.
• Continuously improve product knowledge.
• Identify and engage prospective clients, building and maintaining strong client relationships.
• Meet and exceed sales targets.

• 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.
• Bachelor's degree in Business, Finance, Marketing, or a related field is a plus.
• Prior experience in the financial or insurance industry is beneficial.

Entry level

Full-time

Sales and Business Development