Financial Sales Representative

Company Description Evolution Financial Group is a forward-thinking financial services firm committed to helping clients achieve financial success and build wealth across generations. Focused on providing value, we deliver sound strategies and prudent advice for families and businesses, including insurance products, estate planning strategies, and retirement solutions. Central to our mission is fostering trust and lasting relationships with clients and advisors. Our team operates independently while offering securities and investment advisory services through Equity Services, Inc. (ESI), a broker/dealer affiliate of National Life Insurance Company. Role Description This is a full-time remote role for a Financial Sales Representative. The role involves identifying client financial needs, offering tailored solutions, and building long-term relationships. Responsibilities include providing financial advisory services, promoting financial products, understanding customer goals, delivering excellent customer support, and meeting sales objectives through active prospecting and client retention strategies. Qualifications Strong Communication skills, both written and verbal, for engaging with clients and providing clear, professional adviceExceptional Customer Service skills to build trust and support lasting relationshipsDemonstrated Sales experience, with the ability to develop and execute effective sales strategiesProactive problem-solving abilities and strong organizational skillsLicensing for financial services may be required or willingness to obtain relevant credentials