Financial Services Sales - Boston, MA

Boston, MA

We have an exciting opportunity for a remote, Financial Services Sales Manager based in the Boston, Massachusetts area. While you will work from home, you must reside near the Boston, MA area as occasional in-person meetings may be part of your role. We offer virtual training and support and will have full access to work from home capability to support clients remotely.

As a Financial Services Sales Representative you will be the primary point of contact for our service offerings and guiding clients. You will focus on helping small businesses (between one and 500 employees) in the Boston, MA area with our financial solutions.

If you have previous success with small businesses and relationship management, preferably in financial services, you will excel. Additionally, an existing client base of small businesses focused in commercial lending, employee benefits, insurance or in the financial service markets in the Boston, MA area will quickly propel your success. You must be results-oriented and comfortable working independently. We offer a highly competitive rewards package.

We are a higly-recognized, privately held equity company with a mission to strengthen the financial well-being of our clients. We assist companies and non-profit organizations in delivering the highest results through our investment and financial advisors. We are an equal opportunity employer that believes that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

We welcome those in the Boston, MA Metro area with experience in jobs such as Regional Sales Manager, General Sales Manager, Territory Sales Manager, Financial Services Manager, Mortgage Brokers, Commercial Lender, Benefits Sales Consultant and others in Sales to apply.

Boston, MA