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Top Financial Services Sales Jobs in Boston, MA
Fintech • Software • Financial Services
The role involves initiating client relationships, developing product expertise, preparing client materials, coordinating product launches, and supporting sales efforts in alternative investments.
Top Skills:
Microsoft SuiteSalesforce
Fintech • Mobile • Software • Financial Services
The Insurance Agent will sell and advise customers on insurance products, manage leads, and help build SoFi Protect's operations.
Top Skills:
Customer Relationship Management SoftwareInsurance Sales
Artificial Intelligence • Cloud • Fintech • Professional Services • Software • Analytics • Financial Services
The Solution Sales Executive identifies sales opportunities, drives customer expansion, and maintains relationships while focusing on Workiva's Sustainability Suite.
Top Skills:
SaaS
Featured Jobs
Fintech • Marketing Tech • Professional Services • Financial Services
As an Inside Sales Representative, you'll contact warm leads, educate them about debt resolution programs, and close sales while exceeding performance goals.
Fintech • Insurance • Payments • Social Impact • Financial Services
The role involves sourcing new business for 1031 exchange services, building relationships with clients, and leveraging industry knowledge to ensure customer satisfaction and develop presentations for attorneys and real estate professionals.
Fintech • News + Entertainment • Software • Database • Financial Services
The role involves managing key law firm accounts, focusing on renewals and expansion opportunities while ensuring exceptional client service.
Top Skills:
Salesforce
Fintech • Real Estate • Software • Financial Services • PropTech
As a Home Equity Sales Consultant, you'll educate homeowners on Hometap's investment product, guide them through the process, handle incoming leads, and exceed sales goals while collaborating with internal teams.
Top Skills:
Salesforce
Fintech • Financial Services
Sales Representatives engage consumers seeking debt consolidation, assess their financial situations, and provide tailored options while adhering to compliance standards.
Fintech • Financial Services
The Head of Business Development will identify new business opportunities, build client relationships, and drive revenue growth through market strategies and collaboration.
Top Skills:
BlockchainSalesforce
Artificial Intelligence • Big Data • Cloud • Fintech • Machine Learning • Business Intelligence • Financial Services
The Sales Director will lead revenue growth for Forge’s Custody organization by managing the sales process, acquiring institutional clients, and driving client education about alternative investments.
Top Skills:
Alternative InvestmentsClient EducationFinancial ServicesSales StrategiesSelf-Directed Iras
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