Enjoy Helping People? See yourself working with high net-worth individuals? Gamma Capital Group is a financial services company that is committed to helping their clients secure their financial freedom! We focus on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients. As a Gamma Capital Group financial advisor, you'll have the flexibility to develop a successful career by providing clients with services and financial products they need and educating them about their financial decisions. Your basic responsibilities will include: Prospecting and networking via face-to-face meetings with potential clients Closing and executing sales transactions Servicing existing clients Analyzing and compiling presentations Attending training sessions and meetings Job Requirements: As a financial sales rep for Gamma Capital Group, you must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity. This allows the Financial Services Representatives to quickly establish trust and build the kinds of relationships from which a client base can be developed. Gamma Capital Group's Financial Professionals come from a wide variety of professional backgrounds, from salespeople to bankers to engineers. It is expected that you will utilize the knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative. Our Advisors enjoy: Flexibility and work-life balance most financial careers don’t offer. Competitive compensation and comprehensive benefits. Extensive training and support and a dedicated management team. Training and mentorship for advisors credentials Management and Partner Level Opportunities Comprehensive compensation and benefits: Exceptional Income Potential. Renewals & Residual Income Comprehensive Medical Coverage Retirement Package / Pension Plan Life & Disability income Insurance Compensation is 100% commission the first 12 Months. If you think you are the right fit for a winning team, please apply today! Working for Gamma Capital Group means working for a company that's committed to advancing diversity, equity, and inclusion. We do that through leadership development programs aimed at advancing, engaging, and retaining under-represented talent and our Employee Resource Groups, which strengthen our inclusive workplace, enhance personal development, and provide ways for employees to connect, learn and engage. Experience: Previous employment in sales where you have successfully turned prospects into customers Professional Licenses: Insurance and securities license If you do not have them, you will be required to attain those licenses within 90 days. Sales experience is helpful, but not required MBA, JD, CFP®, CPA or ChFC, a plus Qualifications: Entry-Level Finance experience not necessary - We have training programs! Ability to obtain professional licenses. Skills: Strong communication skills Sales/ marketing/ entrepreneurship interest A four-year college degree or more Results-driven, highly motivated, self-starter At Gamma Capital Group, our purpose is to help people embrace today and confidently pursue tomorrow. That's why we provide an environment focused on transparency, inclusion, trust and respect. Here, you'll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. We are an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
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.