Job Details

Employer Industry: Fintech

Why consider this job opportunity:

1. Competitive salary and equity package
2. Health, dental, and vision insurance
3. Flexible remote work culture
4. Opportunity to gain hands-on experience in sales while learning about fintech
5. Team offsites 2-3 times a year
6. Supportive environment for career growth and development

What to Expect (Job Responsibilities):

1. Research and identify potential small RIA clients
2. Reach out to prospects via email, phone, and LinkedIn to introduce the employer
3. Qualify leads and set up meetings for the Business Development Manager
4. Learn how to use tools like the employer's CRM, LinkedIn Sales Navigator, and more
5. Work closely with the sales and marketing teams to improve outreach strategy

What is Required (Qualifications):

1. 2+ years of relevant fintech or financial products sales experience
2. Series 7 License required
3. Bachelor's degree or equivalent experience
4. Strong written and verbal communication skills
5. Organized and reliable with good time management

How to Stand Out (Preferred Qualifications):

1. Internship or work experience in sales, customer service, or marketing
2. Familiarity with CRMs like HubSpot or Salesforce
3. Interest in fintech, small business lending, or SaaS

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If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.