Banking and Financial Services Jobs in Athens, GA

Applicants MUST reside in one of the following GA counties for consideration: Wilkes, Lincoln, Oglethorpe, Clarke, Elbert, Madison, or Oconee.

JOB DESCRIPTION

True Axis Recruiting is partnering with a respected firm to identify their next Sales Representative. In this role, you’ll focus on developing new leads, engaging with clients and prospects, understanding their priorities, and guiding them through a consultative and supportive planning process. You’ll have the opportunity to build long-term relationships and make a meaningful impact on each client’s future.

This position offers exceptional earning potential and career flexibility. With ongoing training and leadership development programs, you’ll also have a clear path for growth, including opportunities to advance into leadership roles as you continue to develop your skills and experience.

Position Purpose

Representatives are at the core of this firm’s future. They are responsible for:

• Growing the customer base
• Providing exceptional customer service
• Serving the communities where they live and work

Key Opportunities

• Build your own business helping clients work toward their goals
• Get paid for the results you deliver, not just the hours you put in
• Set your own schedule within a full-time framework
• Enjoy a competitive benefits package (for those who qualify)
• Choose and develop your own target market
• Advance your expertise and expand your product and service offerings
• Earn multiple bonuses and recognition trips
• Prepare clients and families for the future
• Make a lasting impact in your local community
• Receive local and national support and mentoring

Core Responsibilities

• Sell and promote the firm’s products and solutions to new and existing clients
• Develop and manage leads through various prospecting activities
• Re-evaluate customer needs on an ongoing basis to ensure solutions remain aligned
• Listen to customers to understand their goals and ensure a smooth, consultative sales process
• Maintain and grow the customer base through proactive outreach and relationship management
• Represent the firm at local events and community initiatives
• Support local chapters and groups in community service and fundraising efforts
• Build lasting relationships with clients and help them work toward their long-term objectives

Qualifications

This Sales Representative role requires a background that demonstrates the following minimum knowledge, skills, talents, and traits:

• Ability to work independently and manage your own pipeline
• High school diploma required; additional education is a plus
• Strong organizational skills and the ability to prioritize workload
• Excellent interpersonal, written, and verbal communication skills
• Strong listening skills and a consultative approach
• Ability to engage well with others and a passion for providing an exemplary customer experience
• Willingness to complete any role-specific certifications or training and pass applicable background checks

Benefits Overview

The goal is to help you live your best life. By providing an excellent benefits package (for those who qualify), the firm shows its commitment to making sure you enjoy your work and have quality time for the people who matter most.

Health and Retirement

A competitive benefits package designed to support you and your family, which may include:

• 401(k) with company match and service-related contributions
• Health insurance
• Health savings account
• Prescription drug coverage
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Wellness program

Training & Development

You’ll receive training on the firm’s products, services, and sales processes to help you build a successful career. The company provides:

• Structured onboarding
• Ongoing training throughout the year
• Continuous development opportunities
• Additional support from a dedicated Sales Development and Training team

Support During Onboarding & Certification

You’ll receive support and resources as you complete any required onboarding steps, certifications, or licenses needed for the role.

Role Details

• Job Type: Full-time
• Pay: $93,000–$133,000 expected in the first year
• Expected Hours: Approximately 40 per week
• Schedule: Monday to Friday

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.