
location_onSoutheast Causey Avenue, Harmony, Southgate, Clackamas County, Oregon, 97806, United States
Build a career where you can make a meaningful impact while creating opportunities for your own professional and financial growth. We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and relationship-driven support.
Whether you have previous experience or are looking to develop new skills, this opportunity offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path. If you are driven by helping others succeed, enjoy connecting with people, and thrive in a results-oriented environment, this could be the opportunity you've been looking for.
As a Client Sales Associate, you will operate with an entrepreneurial mindset, building and expanding your client base through networking, referrals, and proactive outreach. You will conduct thorough consultations to evaluate clients' financial needs, goals, and current situations, then design and present customized financial strategies aligned with their objectives. Your success will be defined by your ability to maintain strong, long-term relationships by delivering ongoing support and guidance while staying informed on industry developments, market trends, and regulatory updates.
You will work within a flexible environment where you can set your own schedule and build your business on your terms. Your earnings will be performance-driven with an uncapped commission structure, meaning your results directly determine your income potential. You will represent a respected and growing financial services organization, supported by industry-leading training and dedicated mentorship to accelerate your success.
If this describes you, let us know why you'd be a great fit, and apply now!
Work model: On-site
Southeast Causey Avenue, Harmony, Southgate, Clackamas County, Oregon, 97806, United States
Oregon
Previous experience in sales, finance, or customer-facing roles.