Rise Financial - Evergreen, CO

posted 19 days ago

Full-time - Mid Level
Evergreen, CO
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Sales Representative & Field Trainer at RISE Financial is a dual-role position focused on driving sales and mentoring new hires. This role involves engaging with potential clients, building long-term relationships, and delivering training programs to ensure team members understand the company's methods and culture. The ideal candidate is passionate about sales, thrives in a competitive environment, and is committed to personal and professional growth while supporting others.

Responsibilities

  • Actively identify and engage potential clients through in-person cold calling, networking, and referrals.
  • Build and nurture strong, long-term relationships to ensure client retention and repeat business.
  • Present and promote products and services, negotiate contracts, and close sales.
  • Consistently meet or exceed individual sales goals and key performance indicators (KPIs).
  • Deliver training programs to new hires, ensuring they understand the company's methods and culture.
  • Provide ongoing mentorship and constructive feedback to team members.
  • Collaborate with leadership to assess the effectiveness of training programs and make adjustments to improve outcomes.
  • Foster a learning environment that promotes continuous personal and professional development.

Requirements

  • A minimum of 1 year in B2B sales with a proven ability to meet or exceed sales targets.
  • Expertise in identifying client needs and providing tailored solutions.
  • Prior experience in mentoring or training is preferred.
  • Exceptional verbal and written communication skills.
  • Ability to stay organized and manage multiple tasks effectively.
  • Valid driver's license and reliable transportation.

Nice-to-haves

  • Experience in mentoring or training is preferred.
  • Willingness to obtain a health insurance license upon joining the team.

Benefits

  • Competitive weekly draw pay with commission and bonuses from the start.
  • Access to quarterly and annual incentives such as trips, cash bonuses, and stock options.
  • Short sales cycle, typically less than 3 business days.
  • CRM and training provided.
  • Licensing reimbursement (state fees).
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