Sales Representative

Financial Square specializes in providing a comprehensive range of services including retirement planning, estate planning, employee benefits, and tax preparation. Dedicated to supporting clients in achieving their financial goals, the company offers reliable advice tailored to individual needs. Financial Square prioritizes integrity, professionalism, and a personalized approach in client relationships, ensuring high‑quality services and products. By combining industry expertise and personalized financial strategies, the company strives to meet each client’s unique financial objectives.

Located in New London County, CT, Financial Square values trust and honesty in its commitment to assisting clients.

This is a full‑time hybrid role for a Sales Representative, based in New London County, CT, with some flexibility for remote work. The Sales Representative will be responsible for building and maintaining relationships with clients to promote and sell Financial Square’s services. Daily tasks include engaging prospective clients, understanding their financial needs, delivering presentations, following leads, closing sales, and meeting revenue targets.

The role also involves coordination with internal teams to ensure client satisfaction and offering tailored solutions to meet specific client objectives.

• Strong communication, relationship‑building, and interpersonal skills
• Sales skills, including prospecting, lead generation, and closing deals
• Knowledge of financial planning, retirement planning, and tax‑related services
• Analytical skills for assessing client needs and developing tailored financial strategies
• Proficiency in CRM tools and basic office software applications
• Proactive attitude, goal‑oriented mindset, and ability to work in a hybrid work environment
• Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred
• Previous experience in sales or financial services is advantageous