Financial Sales Representative

We are actively seeking highly motivated individuals with a proven track record of exceptional sales performance and experience in client-facing roles to join our team.  Ideal candidates will be those who demonstrate high levels of motivation and have a proven track record of stellar sales achievements, coupled with significant experience in roles that require direct interaction with clients. 

We require candidates to have at least 2 years of sales experience, though we highly favor those with over 5 years, as it indicates a deep-rooted expertise in sales. This opportunity is ideally suited for individuals possessing an entrepreneurial mindset, eager to tackle the challenges and embrace the innovations within the fast-moving business landscape.

Although prior experience is appreciated, we place equal importance on finding individuals who are deeply passionate about establishing and reaching ambitious goals. To support your success in this role, we offer extensive training designed to equip you with the skills necessary to excel.  Join a team devoted to making a positive impact on individuals and families, committed to excellence within a rapidly evolving environment.

Qualified candidates will benefit from first-in-class professional development training, turnkey practice management technology, and full sponsorship and reimbursement for state & federal licensing. Additionally, access to bonus options is available, underscoring our commitment to supporting your growth and success within the company.

About us
Join the Wise Financial  family, where financial and retirement planning meets a people-centric approach. With thriving offices in New York, Atlanta, and Jacksonville, our year-over-year growth is an exciting journey we want you to be part of. We're on the lookout for professionals with exceptional interpersonal and analytical skills who share our passion for holistic financial planning.

Here our unique culture revolves around putting people first. It's not just a tagline; it's the heartbeat of our organization. We're not just a workplace; we're a collaborative, family-oriented, and modern community. What sets us apart is our commitment to your growth. We invest directly in our team, recognizing that your success is our success.

As an independent firm, we take pride in upholding our fiduciary responsibilities. We're not driven by incentives from any singular company or institution. Instead, we are driven by a shared dedication to providing unbiased, client-focused financial solutions. Join us on this journey where your skills and ambitions align with a culture that values both personal and professional growth. Welcome to [Agency name] – where your success is our priority.

Compensation
This career is primarily commission based but also includes stipends and bonuses.
For reference,, our financial representatives make an average of $55,000 in their first year, with potential for much more.

INCOME GROWTH OPPORTUNITY:

Average Compensation vs Top 25%

Year 1 | $50,000 - $99,000

Year 3 | $100,000 - $199,000

Year 5 | $150,000 - $250,000

Year 10 | $250,000+

Other considerations include:

• Individuals holding active Life Insurance and/or Securities licenses will be promptly considered

• Aggressive "transfer program" for existing licensed advisors looking for an Immediate Increase to existing trail compensation. May include (but not limited to): High GDC grid payouts, Upfront Transfer Bonuses, Paid Office Space & Technology costs, etc...
• 4-Year degree preferred (BA/BS) 
• 2+ Years of sales or relationship management experience preferred
• Generous retirement and health benefits
• Grow with an independent, fiduciary financial planning firm
• Grow with a culture that invests directly in your success

Benefits

Additional Benefits include:

• Professional Development Assistance
• 401(k)
• 401(k) matching
• Health insurance
• Health savings account
• Dental insurance
• Vision insurance
• Flexible schedule
• Life insurance
• Long Term Disability
• Pet Insurance