Looking for a role where you can grow fast and develop real-world skills? In this position, you’ll work directly with customers—asking the right questions, overcoming objections, and guiding them through decisions, including financial conversations.
If you thrive in a fast-paced environment, are open to feedback and coaching, and can stay motivated even when you hear “no,” this role offers a strong opportunity to build confidence, resilience, and a solid foundation in sales.
Job Scope
This is a customer-facing, performance-driven role where you will work directly with customers to understand their needs and guide them through financial solutions.
You will handle both inbound and outbound conversations, ask follow-up questions, and help customers make decisions—including conversations about money.
This role requires someone who is comfortable:
What Success Looks Like
Successful team members:
Why Work With Us
Start your career with an industry leader where you will receive structured training and ongoing coaching.
Benefits
Preferred Experience
Minimum Requirements
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of responsibilities, duties and skills required.
Based on 5,400 disclosed Sales salaries on RoleSuite, the role pays a median of $119K/year, with most offers between $81K and $170K (10th–90th percentile: $64K–$237K).
See the full Sales salary breakdown →