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Financial Sales Consultant (Long Island)
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Based on New York data
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What they do
A Sales Consultant promotes and sells products or services on behalf of a company, and develops strategies to increase sales. Recruits new clients and builds relationships with customers, vendors and suppliers. Works with company sales staff to increase product knowledge and develop marketing strategies. May travel to meet with clients, generate new sales and maintain contact with customers.
$99,630 / year median in New York
-7% projected decline
Job Description
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities Develop and maintain long-term client relationships through a client-first, consultative approach Analyze clients' financial goals and design personalized strategies (retirement, investment, insurance, estate planning) Provide education and guidance to help clients make informed financial decisions Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions Build and grow your own book of business through networking, referrals, and marketing initiatives
Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate Entrepreneurial mindset with strong interpersonal and communication skills Desire to build a client-focused business and long-term career Self-motivated, disciplined, and goal-oriented Interest in financial services, wealth management, or business development Prior experience in sales, finance, or client service is a plus (not required) Who You'll Work With You'll serve a diverse client base including: Individuals and families Business owners Institutions and organizations Why Join WealthBridge? Be part of a firm focused on people, impact, and outcomes Build a career with uncapped growth potential Work in a supportive environment that values collaboration and innovation
Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? Access to a collaborative network of experienced professionals and mentors Advanced planning resources, digital marketing support, and business development tools Flexible career path with entrepreneurial growth opportunities Ongoing training, licensing support, and professional development Technology platforms and tools to help streamline client engagement and planning A culture focused on integrity, innovation, and long-term client success