Paraplanner Sales Jobs

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  • Financial Data And Case Design AssociateMetLife(Milwaukee, Wisconsin)

    Job Location Milwaukee, WI Virtual Location No Job Description SUMMARY OF RESPONSIBILITIES: The Paraplanner provides support to firm Financial Planners and Financial Sales Representatives (FSRs) by assisting with tasks associated with handling data volume for financial plans and performing case analysis tasks which enable exploration of viable financial solutions for Clients. By serving as a value...
    Full job description at Monster

    Posted Fri 22nd August

  • Client Service Manager / Relationship ManagerFocus Financial(Minneapolis, Minnesota)

    • Full-time position • NOT a sales position • Support two teams & staff • Deliver superior client service-troubleshoot problems, schedule and organize meetings; serve as liaison between Advisor and client as needed • Oversee and implement Client Onboarding Process: Opening accounts, managing the Account Transfer process from start to finish, and orientation of new clients • Maintain a welcoming an...
    Full job description at Monster

    Posted Fri 15th August

Paraplanner Job Search Tip

The sales industry can be very competitive depending on whether the salespeople are working on commission or salary. Sales representatives are a staple in every industry, as businesses need people to push their products into the hands of consumers, reinforcing the positive sides of products and downplaying their negative aspects. Some sales agents who work in large corporations or with complex products may need a college degree to qualify and meet the employer's needs. Some sales positions may be on the decline due to the advancement of product ordering online and other automated options for ordering and product fulfillment.

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