Jobing Description
Want to be part of an organization that makes a difference? Do you have a vast social network? Energized? Committed to exceptional service? Are you an overachiever? Be a part of a dedicated team of individuals who all strive to achieve the same goal.
Highland Wealth Management is seeking candidates to join our expanding firm. We are a fully independent financial investment and wealth management firm located in Plano, TX. Our Firm is much more than just sales......our sales make a difference in people's lives! We focus on teaching and educating our clients on their entire financial picture. There has never been a better time to be in the Financial Industry than now. With downturns in the markets, people need our help now more than ever. Baby boomers have taken huge loses and need professionals to offer unbiased and independent advice to guide them through these uncertain times.
We take pride in having developed a company that still values loyalty and feels like a family, that being said we are only seeking top candidates to continue to grow our family. We look forward to interviewing!!! View our website at www.myhighlandwealth.com
Sales Executives are responsible for meeting with new clients and growing business to business sales efforts. This highly visible role will require strong time management skills, excellent communication skills, and the ability to work independently.
If you have a strong background in sales and are highly motivated, we will provide the training necessary to be successful. Our training program is second to none. From day one you will be assigned a mentor and have unprecedented access to Senior Management and Executives. Our executive staff is dedicated to TWO things, your training and your success!!
Requirements for Non securities licensed individuals:
- Training and licensing provided
- Vast social network
- Clean credit history
- Willingness to learn
- Entrepreneurial spirit, ambition, and leadership skills
At least one year of successful sales experience is a must. Our elite training program will give you the rest! Business to Business Sales experience is huge.
Requirements for Licensed individuals:
- Same as above, minimum of Series 6, Series 63, proven track record, clean U5
- Additional incentives available for established books of business or GDC in excess of 500k for the past 12 months. Series 7, Series 65, Series 66, CFP, or CFA a plus.
Skills / Requirements
Requirements for Non securities licensed individuals:
- Training and licensing provided
- Vast social network
- Clean credit history
- Willingness to learn
- Entrepreneurial spirit, ambition, and leadership skills
At least one year of successful sales experience is a must. Our elite training program will give you the rest! Business to Business Sales experience is huge.
Requirements for Licensed individuals:
- Same as above, minimum of Series 6, Series 63, proven track record, clean U5
- Additional incentives available for established books of business or GDC in excess of 500k for the past 12 months. Series 7, Series 65, Series 66, CFP, or CFA a plus.
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