Wealth Partner

Full Time3 weeks ago
Employment Information
Purpose Statement

The Wealth Partners will play a crucial role in promoting our wealth management products and services, earning up to 4% commission on every deposit made through your referrals.

Responsibilities

Promote CredPal's wealth management products and services to potential investors.
Generate leads and drive deposits through various channels including personal networks, social media, and marketing campaigns.
Provide excellent customer service and support to clients, ensuring a positive experience with CredPal.
Meet and exceed monthly deposit targets to maximize your commission earnings.
Stay informed about CredPal's products, industry trends, and market conditions.

Requirements

Proven experience in sales, marketing, or a related field, preferably within the finance industry.
Strong communication and interpersonal skills.
Ability to work independently and manage your time effectively in a remote work environment.
A proactive and results-oriented mindset.
Tech-savvy with the ability to use various online tools and platforms for marketing and client management.
Young, vibrant, and eager to learn and grow within the financial sector.

Benefits

Competitive commission structure with earnings up to 4% per deposit.
Flexible, fully remote work environment.
Opportunity for high performers to transition to full-time employment with CredPal.
Access to ongoing training and professional development.
Supportive team culture with opportunities for networking and collaboration.