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In this fully remote role, you will be the first point of contact for prospective clients, helping them understand our products and guiding them toward solutions that fit their financial goals. We are looking for a motivated and coachable entry-level sales representative to join our growing financial services team.

ABOUT THE ROLE We are looking for a motivated and coachable entry-level sales representative to join our growing financial services team. In this fully remote role, you will be the first point of contact for prospective clients, helping them understand our products and guiding them toward solutions that fit their financial goals. No prior finance experience is required — we provide full training and ongoing mentorship. <div> </div>WHAT YOU WILL DO - Prospect and qualify leads through outbound calls, emails, and social outreach - Conduct virtual discovery calls to understand client needs and present appropriate financial products - Manage your pipeline using our CRM and maintain accurate activity records - Meet or exceed weekly and monthly sales activity targets and revenue quotas - Collaborate with senior representatives and sales leadership to refine your approach - Stay current on product offerings, compliance requirements, and industry developments <div> </div> <h3>Requirements</h3>WHAT WE ARE LOOKING FOR - High school diploma or GED required - 0–2 years of professional experience in sales, customer service, or a client-facing role - Strong verbal and written communication skills - Self-motivated with the ability to manage your schedule and hit goals independently - Comfortable working in a remote environment with video calls and digital tools - Reliable internet connection and a quiet, professional workspace - Must be able to obtain any required state or federal financial licenses independently shortly after hire <div> </div>NICE TO HAVE - NOT MANDATORY - Experience with CRM software (Salesforce, HubSpot, or similar) - Familiarity with financial products such as insurance, investments, or loans - Bilingual skills — Spanish or other languages a plus <div> </div>EQUAL OPPORTUNITY EMPLOYER We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law. <div> </div> <h3>Benefits</h3>WHAT WE OFFER - Full benefits available: medical, dental, and vision insurance - Structured onboarding and ongoing sales coaching - Clear path to promotion into senior sales, account management, or team lead roles - Remote-first culture with a collaborative and supportive team <div> </div>HOW TO APPLY Submit your resume and a brief note about why you are interested in a career in financial sales. No cover letter required. We review applications on a rolling basis and aim to respond within 5 business days. <div> </div>

Oak Ridge Recruiting

Entry Level Financial Sales Representative

Communication Skills

Customer Relations

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Customer Support/Service

Digital Video

Exceeded Sales Goal

Finance

Financial Services

High School Diploma

Insurance

Leadership

Loans

Mentoring

Multilingual

Needs Assessment

Presentation/Verbal Skills

Record Keeping

Regulatory Compliance

Revenue Planning

Sales

Sales Management

Sales Pipeline

Sales Promotions

Sales Prospecting

Sales Qualification

Salesforce.com

Schedule Development

Spanish Language

Team Lead/Manager

Team Player

Training/Teaching

Writing Skills

Zoho

OTHER

Responsibilities: We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.

YEAR

Overview:
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities:
We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. The ideal candidate will play a key role in helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets, strong interpersonal skills, and a commitment to ethical financial guidance. Key Responsibilities:<ul><li>Consult with clients to assess their financial situations and develop customized financial plans</li><li>Recommend a mix of investment, insurance, retirement, and banking products that align with clients' goals and risk tolerance</li><li>Conduct regular portfolio reviews and adjust strategies based on market conditions and client life changes</li><li>Stay informed about economic trends, financial markets, and regulatory changes to provide informed advice</li><li>Cultivate long-term client relationships based on trust, transparency, and results</li><li>Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance</li><li>Adhere strictly to industry regulations and internal policies, maintaining documentation and compliance standards</li><li>Meet or exceed individual performance metrics including asset growth, client acquisition, and retention targets</li><li>Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.</li></ul> 

Qualifications:
Education, Training and Requirements:<ul><li>Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA designation a plus)</li><li>Appropriate financial licenses required (e.g., FINRA Series 7, 63/65 or 66; CFP preferred), Life, Accident and Health Insurance</li><li>Strong knowledge of investment strategies, retirement planning, tax implications, and insurance products</li><li>Exceptional communication and interpersonal skills</li><li>Proven track record of building and managing client relationships </li><li>Team player with the ability to collaborate with others</li><li>Proficient in financial planning software and CRM systems</li><li>All applicants must be 18 years of age or older</li></ul>Preferred Skills:<ul><li>Experience with mass affluent, high-net-worth and commercial clients</li><li>Strong analytical thinking and decision-making skills</li><li>Bilingual or multilingual proficiency is a plus</li><li>Familiarity with digital advisory platforms and financial technology tools</li><li>High level of emotional intelligence, empathy, and professionalism</li><li>Expert knowledge of basic personal computer, MS Office (e.g., Word, Excel, PowerPoint) and internet applications</li><li>Comfortable working in a fast-paced, technology-driven environment</li><li>Detail oriented with superior organizational skills and ability to prioritize</li></ul>Experience: <ul><li>2–5 years of experience in financial advising, wealth management, or investment consulting</li></ul> 

Min:
USD $66,000.00/Yr.

Max:
USD $108,804.00/Yr.

Other Job Information:
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

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Entry Level Financial Sales Representative Oak Ridge Recruiting

Financial Consultant Community Financial System, Inc.

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