B2 Capital Solution Provider

Financial Services Associate

  • B2 Capital Solution Provider
  • Remote
  • 13 days ago

Job Description

Are you interested in working in a high-energy phone sales environment focused on financial products? B2 Capital has an exciting opportunity just for you! We are currently seeking a dedicated Financial Services Associate to provide outstanding service over the phone. As a Financial Services Associate, you will be responsible for offering expert financial advice, promoting our range of products and services, and participating in relevant training programs.

To succeed in this role, you must possess a strong understanding of financial market terminologies and be knowledgeable about the current market conditions. Building rapport with clients and consistently meeting or exceeding sales goals are essential.

About Us:

Our firm operates in one of the fastest-growing sectors in the United States financial industry. At B2 Capital, we specialize in securing capital efficiently for businesses. We believe that having the right growth partner is crucial for businesses to thrive.

Responsibilities:

  • Schedule phone meetings with potential clients to discuss their financial needs and goals.

  • Gather relevant client information to recommend financial products and services that align with their needs.

  • Build and maintain long-term relationships with clients to foster repeat business and referrals.

  • Proactively reach out to potential clients over the phone to introduce them to our diverse financial products and services.

  • Develop a comprehensive understanding of our financial products to provide informed recommendations to clients.

  • Achieve minimum weekly, monthly, and annual productivity and sales targets.

Benefits:

  • Competitive commission-based compensation with unlimited earning potential.

  • Opportunities for career advancement.

  • Professional work environment with a positive company culture.

  • Comprehensive training, extensive support, and mentorship program.

Requirements:

  • Previous sales experience is required.

  • Proficient in using computers and quickly adapting to new technology.

  • Strong problem-solving skills.

  • Thrives in a dynamic and fast-paced environment.

  • Excellent communication skills.

If you possess the drive and determination to provide exceptional service, B2 Capital wants you! Apply now and submit your resume to join our growing team of phone-based financial sales experts.

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