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Job summary

Engage prospective clients through outbound outreach, inbound leads, and follow-ups; assess their financial goals and explain suitable financial services. Maintain a healthy CRM sales pipeline, meet monthly sales targets, guide prospects through onboarding, and represent the company professionally and ethically.

Job details

About Us At Sagewise Financial, we provide tailored financial solutions that empower clients to build, manage, and protect their wealth. We value transparency, high performance, and exceptional client relationships. We are actively expanding our sales team and looking for motivated, target-driven individuals to help drive client growth. The Role As a Sales Representative, you will be the primary point of contact for prospective clients. You will drive sales growth by identifying client needs, explaining our financial services, and guiding prospects through the onboarding process. Key Responsibilities: Engage with prospective clients via outbound outreach, inbound leads, and follow-ups. Conduct discovery conversations to evaluate financial goals and match them with appropriate services. Manage and maintain a healthy sales pipeline within our CRM. Work toward hitting monthly performance targets and key sales metrics. Represent Sagewise Financial with high professionalism and integrity. What We Offer Guaranteed Base Pay: $20.00 per hour. Uncapped Commission: Direct reward for performance—no ceiling on your earning potential. Professional Growth: Hands-on experience and ongoing sales training in the financial services sector. Supportive Culture: A collaborative environment with clear targets and active support from leadership. Qualifications 1+ years of experience in sales, business development, client acquisition, or customer-facing roles preferred. Excellent verbal and written communication skills with strong active listening ability. Goal-oriented mindset with strong self-motivation. High ethical standards and discretion when discussing client financial information. Basic familiarity with CRMs and sales workflow software. Our Hiring Process Application Review: Submit your resume and optional cover note. Short Assessment: Candidates selected to move forward will receive a brief online skills and situational judgment assessment (10–15 mins). Live Interview: Applicants who pass the assessment will participate in a live interview with our hiring team.

What you’ll do

Engage prospective clients through outbound outreach, inbound leads, and follow-ups; assess their financial goals and explain suitable financial services. Maintain a healthy CRM sales pipeline, meet monthly sales targets, guide prospects through onboarding, and represent the company professionally and ethically.

Requirements

One or more years of experience in sales, business development, client acquisition, or another customer-facing role is preferred. Candidates should have strong communication and active listening skills, be self-motivated and goal-oriented, handle financial information discreetly, and have basic familiarity with CRM and sales workflow software.

Benefits

• Guaranteed Base Pay • Uncapped Commission • Professional Growth • Ongoing Sales Training • Supportive Culture

Listed skills

• written communication · Preferred
• Sales · Preferred
• Client Relationship Management · Preferred
• Business development · Preferred
• CRM · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales
• Business Development
• Client Acquisition
• Client Relationship Management
• Verbal Communication
• Written Communication
• Active Listening
• Needs Assessment
• Outbound Outreach
• Lead Follow-Up
• Sales Pipeline Management
• CRM
• Sales Workflow Software
• Target Achievement
• Self-Motivation
• Professional Integrity

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support