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Experience Financial Professional

  • Full Time, onsite
  • Wisepath Financial Group
  • Oklahoma City, United States of America
Salary undisclosed

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Are you a motivated financial professional looking to make a meaningful impact?

What You’ll Do:

  • Qualify Leads – Connect with potential clients via phone or email, guiding them through their financial journey
  • Manage Accounts – Stay in touch with clients, offer support, and build brand awareness through education and referrals
  • Client Support – Be the go-to person for client inquiries and suggest tailored financial solutions
  • Analyze Financial Data – Use client insights to craft personalized strategies that help them achieve their goals

What We’re Looking For:

  • Experience with sales techniques and CRM software
  • Familiarity with financial markets and MS Excel
  • Strong relationship-building skills

What We Offer:

  • Unlimited earning potential, plus bonuses and incentives
  • 401k with 6% match
  • Health, dental, vision, and life/disability insurance
  • Flexible work schedule and advancement opportunities
  • National recognition programs and business trips

Ready to grow your career? Apply now and shape your future!

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