Senior Financial Advisor
FartherFull Time
Senior (5 to 8 years)
Key technologies and capabilities for this role
Common questions about this position
Yes, this is a remote position in a digitally-focused work environment.
Candidates need 5+ years of B2C sales experience, preferably in financial services, fintech, or a related field, along with a track record of consistently exceeding sales quotas.
A strong understanding of financial planning concepts, including retirement, investments, insurance, and debt management, is required.
Strong candidates are highly motivated self-starters who are disciplined, excellent listeners, proficient with CRM software, and have a deep passion for learning and personal development.
This information is not specified in the job description.
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