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Sales Representative- Financial Services

Remote, USA Full-time Posted 2026-06-27

About Alphanso Alphanso is a Boston based fintech firm that empowers investors with personalised investment recommendations, strategic portfolio tactics, and robust risk management solutions. Our platform leverages cutting-edge machine learning techniques, ensuring that our scalable cloud-based system caters to millions of investors across the United States. Join our close-knit team, comprising talented professionals with a global perspective gained from renowned institutions such as Google, Microsoft, Snapchat, Amazon, Seamans, Smallcase, IIT Delhi, MIT (Massachusetts Institute of Technology), and Boston College. At Alphanso, we foster a collaborative environment that encourages innovation, knowledge sharing, and growth. Responsibilities • Prospecting: Engage and cultivate potential clients through diverse channels, including cold outreach, email campaigns, and social media initiatives. • Educational Advocacy: Deliver insights into Alphanso’s services and unique value propositions to potential clients. • Closing Mastery: Hone your sales acumen, mastering the art of closing deals and managing your sales cycle proficiently. • Data Empowerment: Maintain meticulous records of interactions and leads we provide within our system, using data for informed decision-making. Location Boston, US Requirements • 2+ years of professional experience in Financial Services, Insurance, or related fields. • You have the ability to generate your own leads • You thrive working independently but aspire to be part of the teams success • Comfortable handling objections and overcoming challenges during client interactions. • Entrepreneurial spirit with a passion for building a business. • Strong interpersonal skills and goal-oriented mindset. • Legal authorization to work in the US without sponsorship Perks • High monthly commissions • Company Equity • Team incentives and reward programs • Continuing education and training • Flexible hours, remote work, unlimited income potential The majority of your salary will comprise commission and company equity. We are on a mission to create a wealth revolution and appreciate your attention to details. If you love creating prospective clients and have a natural “hunter” mentality, then this may be the perfect opportunity for you! No financial certifications or licensing required. Apply Job!

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