Sales Representative/Sales Manager
Last Updated:Oct 31st, 2025
Sales Representative/Sales Manager
Description
Wealth Planning Group, LLC : Financial Services company. In person/ In Office supervision, training and mentorship on all aspects of the business from the president of the firm for the goal of continued development of Sales Representative / Sales Manager role.
Responsibilities
65% Sales Representative (ongoing business development, sales of company services, online marketing, direct marketing).
20% Administrative Role (filing, copying, scheduling meetings, mailings, answering office phone, etc.).
10% Sales Management (tracking management of sales reps activities, training sales reps on effective communication, etc.).
5% Web Development (Graphic design of company website, social media, research & quotes)
Qualifications
Integrity, no criminal background, people skills, coachability