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Senior Financial Sales Consultant
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Sales
Financial Sales -
Finance & Banking
Financial Sales
Job Description & How to Apply Below
Key Responsibilities Conduct high-value consultations with leads generated by the company Guide new, qualified leads through decision-making processes via various communication methods Collaborate with Planning, Member Experience, and Marketing teams to enhance member journeys
Required Qualifications 5+ years of B2C sales experience, preferably in financial services or fintech Strong understanding of financial planning concepts including retirement, investments, tax, and estate planning Proficient with CRM software, particularly Salesforce Ability to build rapport and guide prospects through complex decisions Motivated to help bring financial freedom to underserved Americans
Position Requirements
10+ Years
work experience
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