Strategic Financial Solutions

Financial Sales Representative

Job Locations US-MT
Job ID


Schedule: Monday-Friday, 10am-7pm


Join an industry that directly benefits from the market we are in! Timing is everything. Does a job in an industry that is BOOMING get you excited?


How about a role requiring hard work but has unlimited earning potential?   


If the answers to these questions were “YES!” then you may have just found the right role.


Strategic is looking for Financial Consultants to join our family of highly motivated, fun-loving individuals who care for one another and for our clients, and want to make as much money as possible.  


As a Financial Consultant, you will listen and engage with our clients with an empathetic ear and consult with them in their quest for financial freedom. If you're looking to jumpstart or develop your career in sales in a fun, rapidly growing environment, we want to hear from you. Sound perfect? We think so!


$100K+ Earning Potential 1st Year!! $45K Base + Commissions!!


  • ZERO cold calling! Receive and work warm leads from interested and responsive clients
  • Maintain your pipeline and self-schedule to maximize consulting opportunities
  • Meet specified daily metrics and monthly targets
  • Empathize with clients to understand their financial situation and identify the option that is most appropriate for them and their families


  • Minimum 2 years of previous sales or remote sales experience
  • Experience using CRM platforms and the ability to navigate between several systems simultaneously
  • A hunger for success, positive attitude and desire to learn
  • Strong active listening skills with a focused empathetic and consultative ear
  • Ability to work in a fast-paced environment
  • Sales experience is a plus
  • Willing to work evenings (maximizes your earning potential)
  • Bachelors or Associates Degree


Employee Benefits:

  • Health, Vision, and Dental Insurance with company contribution
  • Paid Time Off, Volunteer Days, and Six Paid Holidays
  • 401(k) with company match
  • Employee Stock Ownership Program (ESOP)
  • Life Insurance
  • Short/Long Term Disability
  • Commuter Benefits
  • Gym benefits


The Fun Stuff:

  • Ultra-Competitive pay structure: $45,000 plus commissions
  • Paid Training
  • Heavy emphasis on training and development through introductory and ongoing sales training as well as industry/professional training programs
  • Daily, weekly, and monthly team and individual contests and spiffs
  • Participation in Strategic Dreams program which makes several employee’s dreams come true each quarter
  • In Office and Off-Site Social Events


A Little About Strategic:
Strategic Financial Solutions is an award-winning financial services firm dedicated to helping people live a financially healthy life through the products and services we offer.


We were recently named as one of the Best Companies to Work for in New York State for the 7th time. Additional honors include being named, two times, as one of the 50 fastest growing companies in New York City and to the prestigious Inc. 500 list as one of the 500 fastest growing companies in the United States. Strategic has offices in Manhattan and Buffalo, to house our rapidly growing family of over 800 associates. We are proud to be a 100% employee-owned company.  With a common goal in mind, our team shares in the financial rewards of Strategic’s success through long-term stock ownership. In June 2023 we proudly celebrated our 16th anniversary. 


Strategic is committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as a company. 


***NOTE: further correspondence on your candidacy will come via email. Please be aware that emails may go to spam/promotions folders depending upon your account settings.


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