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Sales Representative – Financial Services - Largo / CLW

Publication Date: 24 Apr 19

Sales Representative – Financial Services - Largo / CLW

2401 West Bay Drive, Suite 410

Largo, Florida 33770

Econologics® Financial Advisors (EFA) is a registered investment advisory firm (RIA) and licensed insurance agency that provides comprehensive financial planning and exit planning services to private practice owners throughout the US.

Our team is dedicated to helping practice owners improve their financial conditions and guarantee their future financial security.

Our company is unique because of our proprietary Results-Based Financial Planning® system and our passion to help practice owners. We have the ability with this system to guide clients through the confusions and uncertainties regarding their finances.

Contact Name: Chantal Valtin

We need a person who wants to help us with this mission and who wants to help practice owners succeed. If you want to help practice owners and love sales, this job is for you!

You will be our “New Client Acquisition Specialist”: you will bring new clients into our company by closing them on our proprietary financial planning system. Included in this system is our financial plan, our plans for maximizing the value of the practice and exiting the practice, and our live workshop that provides education to our clients on the topics of financial planning relevant to a practice owner. You must have a closer’s mentality – we need a hunter who is not afraid of converting leads.


Conducts phone and in-person meetings with prospective clients and closes them on our Results-Based Financial Planning® system
Conducts phone and in-person meetings with EFA clients to enlighten them and close them on additional Results-Based Financial Planning® products and services in coordination with their Financial Planner.
Reports progress and status on sales cycles to management and takes responsibility for keeping the number of closes on introductory products and services trending up.
Works with the marketing and new business development team to create specialized sales campaigns targeted to convert leads to clients.
Attends live events, webinars and workshops put on by EFA and/or our affiliates and conducts sales activities
Maintains good control of all notes and updates regarding sales cycles and keeps the sales tracking boards and spreadsheets up to date.


Primary Experience and Qualifications
Must be a seasoned sales professional with a proven record of sales production for at least a 2 year period who is looking for long-term employment.
Must be willing to diligently follow up on leads to convert them
Must be willing to travel to events for sales activities
Comfortable with giving talks via webinar or live presentation
High School Diploma or Equivalent (Required)
Good typing skills.
Valid driver’s license.
Desirable Qualifications
Experience in the financial/insurance industry
Experience with operating Infusionsoft
College Degree (Preferred, but not mandatory)
Proficient with Word and Excel
Knowledge of basic marketing from the viewpoint of its use to increase leads for sales

Required Personality Characteristics:

Closer’s mentality. You are a “hunter.”
High willingness to learn and help others
Predictable and coachable
High Energy and Enthusiastic
Works well with a team and understands team spirit
Confident Self-starter with good organization skills
Persistent, able to handle deadlines and meet targets
Ability to multitask and problem solve
Friendly communication and upbeat personality with professional manners


Based on your experience and performance record, we offer a competitive package that includes a base salary of $35,000 - $40,000 and commissions which could double your salary. There is potential for a six figure income if the expected production quotas are met.

Benefits include health, dental, vision and life insurance, PTO and an employer-sponsored retirement plan for qualified employees.

Special training is planned to make you a top professional in the financial services industry.

We do not process phone applications. Upon receiving your resume, we will send you an invitation for a phone interview if we consider you meet the criteria mentioned above.

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