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Experienced Financial Professional

Wisepath Group
Kansas City, MO, US
Full-time
Quick Apply

Are you a motivated financial professional looking to make a meaningful impact? What You’ll Do : Qualify Leads Connect with potential clients via phone or email, guiding them through their financial journey.

Manage Accounts Stay in touch with clients, offer support, and build brand awareness through education and referrals. Client Support Be the go-to person for client inquiries and suggest tailored financial solutions.

Analyze Financial Data Use client insights to craft personalized strategies that help them achieve their goals. What We’re Looking For : Experience with sales techniques and CRM software Familiarity with financial markets and MS Excel Strong relationship-building skills What We Offer : Unlimited earning potential, plus bonuses and incentives 401k with 6% match Health, dental, vision, and life / disability insurance Flexible work schedule and advancement opportunities National recognition programs and business trips Ready to grow your career?

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13 days ago
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