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B2B Inside and Outside Financial Services Sales Professional

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Financial Services - Confidential

Costa Mesa, CA (In Person)

$105,000 Salary, Full-Time

Posted 3 days ago (Updated 22 hours ago) • Actively hiring

Expires 6/21/2026

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Job Description

B2B Inside and Outside Financial Services Sales Professional Financial Services - Confidential Costa Mesa, CA Job Details Full-time $60,000 - $150,000 a year 6 hours ago Benefits Health insurance Dental insurance Paid time off Vision insurance Opportunities for advancement Life insurance Qualifications Financial sales Product presentation Sales analytics & reporting tools Phone communication Writing skills Lead generation Client database systems Social media platforms B2B business model Data management Attention to detail B2B sales Lead Tracking Client acquisition Corporate sales environment CRM system proficiency Closing sales leads Sales follow-up Customer site (as sales environment) Sales data tracking Closing sales Client interaction via phone calls Full Job Description Stop jumping around and destroying your resume. Begin a fresh chapter in your career at a stable company in a recession-resistant industry! Are you looking for stability with high income potential in a thriving industry? Our company is well into its fourth decade of building a stellar reputation in the financial services and technology sectors. We're deeply excited to offer the right seasoned professional the opportunity to join our growing and amazingly talented team. If you believe that you fit this description, then you could be contributing to our sales department by month's end. If this sounds favorable, please consider the below information.
What we offer:
A private office not far from the beach Attractive career advancement opportunities A professional yet friendly environment Above industry average compensation A top-shelf benefits package What you need: A background in
CLOSING B2B
inside and outside sales Be willing and able to •regularly• travel nationally A basic understanding of the financial services industry The ability to properly represent our products and services Database and CRM management experience Recognize the best means of lead development and contact methods Outstanding people skills and ability to oversee our sales efforts Strong attention to details in regards to sales tracking and reporting Excellent reading and writing proficiency Accomplished telephone expertise Daily reliability and punctuality with a positive attitude A deep understanding of sales techniques Social media and online tools expertise Capability of following up by investigating data and history If this unique opportunity piques your interest, and you know that you're up for the challenge, please apply immediately so that we can review your resume.
Note:
Further details about our company and this position will be disclosed after we establish that you're a viable candidate. Thank you for your time. We look forward to hearing from you.
Job Type:
Full-time Pay:
$60,000.00 - $150,000.00 per year
Benefits:
Dental insurance Health insurance Life insurance Paid time off Vision insurance
Experience:
sales: 5 years (Required) Willingness to travel: 50% (Required)
Work Location:
In person

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