Finance Sales Rep or Business Consultant

Finance Sales Representative / Business Consultant

Overview
A high‑growth independent wealth management and advisory firm in Paramus, NJ is hiring a Finance Sales Representative / Business Consultant. This ground‑floor opportunity lets you own a book of business, learn ESOP advisory directly from an industry leader, and earn like a top producer without corporate ceilings or bureaucracy. If you love the hunt, thrive in relationship‑driven sales, and want to make a real financial impact, step in.

This role spearheads business development across middle‑market companies, building relationships with COIs, driving new opportunities, and guiding business owners through complex exit, ESOP, and post‑transaction strategies.

Base Pay
$75,000.00/yr - $75,000.00/yr

• Build and expand a network of COIs to generate new deal flow
• Prospect middle‑market business owners for ESOP, exit planning, and investment opportunities
• Attend conferences, industry events, and networking functions to uncover pipeline opportunities
• Conduct financial discovery and initial planning conversations regarding liquidity, estate planning, and asset management
• Manage the full sales cycle from outreach to signed engagement (6–18 month cycles)
• Collaborate with internal partners and the Sanctuary network to execute client strategies
• Maintain CRM records, track the pipeline, and follow up persistently
• Support client onboarding and service transition post‑close; take on more ownership as experience grows
• Deliver a minimum goal of four new deals annually, with expected earnings of $200 + based on performance

• 2+ years of sales experience with a strong networking and relationship‑building focus
• Experience in wealth management, financial services, ESOP/M&A, commercial banking, or investment banking strongly preferred
• Ability to understand financial statements, cash flow, and business operating fundamentals
• Bachelor’s degree or relevant licensing preferred
• Extremely persistent, competitive, and self‑motivated—must love the pursuit
• Exceptional communication and professionalism in executive environments
• Creative, resourceful, and tactical in lead generation
• Entrepreneurial mindset

• High‑earning commission plan with uncapped structure
• Discretionary bonus opportunity
• 401(k) with non‑elective contribution
• Profit sharing
• Medical, dental & vision
• PTO + sick time + 10 paid holidays
• Direct mentorship and daily access to firm principals
• True growth runway into Advisor or Investment Banking track

If you’re ambitious, relational, and relentless, this is your chance to prove it. Apply and build a career that pays what you’re worth.