Sales Representative Position Available In Perry, Mississippi

Sales Representative D&B LLC Richton, MS 39476 Overview We are seeking a knowledgeable and motivated Sales Representative to join our team. In this role, you will provide expert financial guidance to clients, helping them achieve their financial goals through tailored investment strategies and comprehensive financial planning. You will work closely with individuals and families to assess their financial situations, develop personalized plans, and monitor their progress over time. Duties Conduct thorough assessments of clients’ financial situations, including income, expenses, assets, and liabilities. Develop customized financial plans that encompass investment management, estate planning, cash management, and tax strategies. Provide ongoing advice on wealth management and asset management to help clients grow and protect their wealth. Stay informed about market trends and changes in financial regulations to provide accurate advice. Educate clients on various financial products and services, including wills, trusts, estate law, and insurance options. Utilize financial software to create reports and track client progress towards their financial goals. Build long-term relationships with clients through regular communication and follow-up meetings. Skills Strong understanding of technical accounting principles and practices. Proficient in estate planning techniques and knowledge of wills, trusts, and estate law. Expertise in investment management strategies to optimize client portfolios. Solid grasp of cash management practices for effective budgeting and spending plans. Experience with asset management to enhance client wealth over time. Familiarity with various financial software tools for analysis and reporting purposes. Knowledgeable in tax regulations to provide comprehensive tax planning strategies. Excellent communication skills to convey complex financial concepts clearly to clients. Strong interpersonal skills for building trust-based relationships with clients. Join us as a Sales Representative where your expertise will make a significant impact on the lives of our clients as they navigate their financial journeys!

Job Type:

Full-time Pay:

$83,307.00 – $96,680.00 per year

Benefits:

Expense account Flexible schedule Mileage reimbursement Retirement plan Travel reimbursement

Compensation Package:

Bonus opportunities Commission pay Daily bonus Performance bonus Uncapped commission Weekly bonus

Schedule:

Monday to Friday Ability to

Commute:

Richton, MS 39476 (Required) Ability to

Relocate:

Richton, MS 39476: Relocate before starting work (Required)

Work Location:

In person