Join our Team as a Territory Tele-Sales Executive

Are you passionate about helping individuals and businesses achieve their financial goals? North Financial Group, a leading firm specializing in wealth management, investment advisory, and retirement planning, is looking for a motivated and goal-oriented Territory Tele-Sales Executive to join our remote team.

At North Financial Group, we are committed to delivering personalized financial solutions to our valued clients. As a Territory Tele-Sales Executive, your primary responsibility will be to drive sales growth in your designated territory. By leveraging your skills in prospecting, building relationships, and promoting our comprehensive range of financial services, you will make a positive impact on clients' financial well-being.

Why Choose North Financial Group:

1. Remote Work Opportunities: Enjoy the flexibility and work-life balance that comes with remote work arrangements.
2. Collaborative and Supportive Environment: Thrive in a team-oriented atmosphere where collaboration and support are paramount.
3. Comprehensive Financial Solutions: Access a wide range of financial products and solutions tailored to meet diverse client needs.
4. Reputable Financial Services Firm: Be part of a respected organization known for its expertise and commitment to client success.
5. Ongoing Training and Development: Continuously enhance your skills through comprehensive training and professional development opportunities.
6. Build a Successful Sales Career: Take advantage of the chance to establish a rewarding sales career within the financial industry.

If you are a driven, results-oriented sales professional seeking a remote opportunity with a reputable financial services firm, we invite you to apply and become an integral part of our team at North Financial Group.

• Identify new business leads by examining local market trends and competition activities
• Motivate the sales team to meet or exceed established monthly, quarterly, and annual sales and profit margin targets
• Generate new business, close deals, and increase revenue by cold calling, on-site visits and sales tours, and community networking
• Evaluate property performance in your area and create regional sales plans and sales goals in alignment with brand objectives
• Establish an up-to-date list of key customers to ensure that connections and positive relationships continue to develop

• Develop and implement a strategic sales plan to identify and target potential clients within your assigned territory.
• Conduct outbound prospecting and cold calling to generate leads and secure new business opportunities.
• Build and nurture relationships with key decision-makers, financial advisors, and individuals in the territory.
• Present and demonstrate our financial services and solutions virtually to potential clients, highlighting the value and benefits.
• Understand client's needs, provide customized recommendations, and close sales to achieve or exceed sales targets.
• Collaborate closely with internal teams, such as marketing and client services, to ensure a seamless customer experience.
• Keep accurate and up-to-date records of sales activities, client interactions, and pipeline management using CRM software.
• Stay informed about industry trends, market conditions, and competitor activities to adapt sales strategies accordingly.
• Continuously enhance product knowledge and sales skills through training and professional development opportunities.

• Demonstrated exceptional social, verbal, and negotiating abilities
• At least 3 years of experience in sales management or a leadership role in the sales department, preferably in the hospitality industry
• Good organization and time management skills
• High school diploma or GED, and bachelor’s degree in business or related field preferred
• Prior experience working in the hospitality sector is required

• Proven track record in tele-sales, business development, or a similar sales role.
• Strong prospecting and lead generation skills with the ability to identify and target potential clients.
• Excellent communication and interpersonal skills, with the ability to build relationships remotely.
• Self-motivated and results-driven mindset, with a focus on achieving sales targets and driving revenue growth.
• Ability to work independently and remotely, managing your own schedule and priorities effectively.
• Proficiency in using CRM software and other sales tools to track and manage leads, sales activities, and pipeline.
• Knowledge or interest in financial services, investment products, and retirement planning is a plus.
• Bachelor's degree in Business, Finance, or a related field is preferred.

We are dedicated to hiring motivated, competitive and honest individuals who embody our core values of integrity, selflessness and reliability. 

We strive to create a dynamic and inclusive workplace that fosters growth by hiring the best and brightest.

If this sounds like you, we would love to have you join our team.

Looking forward to speaking with you.