Sales Advisor

Sales & Marketing

19 April 2024151 views

As a Sales Representative at Optifino, you will be at the forefront of our mission, working directly with clients to help them make more money, save more money, and retire early.
This role involves strategic outreach through high-volume outbound calls, aiming to enhance our client’s financial well-being.
You'll receive the world's best training and tools necessary to thrive in this dynamic environment.
Responsibilities
Educate potential clients on the value of Optifino’s platform through a high volume of outbound sales calls.

Master our products and tailor solutions to client needs, overcoming objections and converting leads into long-term clients.
Manage a diverse client pipeline via our CRM system, from initial contact to deal closure.
Commit to a consistent schedule to maximize client engagement and sales opportunities.
Achieve and exceed monthly sales goals by embracing our comprehensive training and support structures.
  • Experience
    Not required
  • Employment
    Full-time
  • Salary
    $50,000 – $100,000 yearly
  • Starting time
    Immediate start!

pin icon61 Broadway, Manhattan, 10006, New York

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Sales & MarketingNew York

Optifino • 11-50 Employees

Hiring with us since April, 2024

Optifino is an insurtech platform for crafting high-end life insurance portfolios backed by some of Silicon Valley's best VCs. Marrying expertise in the financial, technology and life insurance planning, we are demystifying the industry.

Jordan Zecher avatar icon
Jordan ZecherActive 7 days ago

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