Financial Investment Sales Executive (HNW Clients)

Remote Financial Investment Sales Executive (HNW Clients) $250K

Job Summary
Join GlobiFYE a first global tech firm where finance meets cutting-edge innovation. Were hiring a high-performing Financial Investment Sales Executive to drive revenue growth by engaging high-net-worth (HNW) clients and delivering tailored investment solutions. This role blends financial sales expertise relationship management and sales tools to maximize your earning potential.
If youre a quota-crushing sales professional looking for uncapped commission remote flexibility and access to advanced GenAI-powered systems this is your next big move. Work with a diverse high-impact team redefining how financial sales scale globally.
Apply today and accelerate your income impact and career.
Key Responsibilities

• Drive new business by selling investment solutions to affluent and HNW clients
• Build and manage a strong pipeline using CRM systems and AI-driven sales tools
• Develop customized portfolio strategies aligned with client financial goals
• Consistently exceed sales quotas and revenue targets
• Strengthen client relationships to increase retention and assets under management (AUM)
• Analyze market trends and leverage data insights to improve conversion rates
• Collaborate with cross-functional teams to deliver seamless client experiences

Required Qualifications

• 5 years of experience in financial sales wealth management or private banking
• Proven track record as a revenue generator / quota achiever
• Experience working with high-net-worth (HNW) or affluent clients
• Bachelors degree in Finance Business or related field (or equivalent experience)
• Strong communication negotiation and relationship management skills
• Proficiency with CRM platforms and remote sales tools

Preferred Qualifications

• MBA or advanced degree
• Experience in asset management or investment advisory firms
• Familiarity with GenAI tools sales automation or fintech platforms
• Knowledge of portfolio management financial planning or investment products
• Experience working in remote or hybrid sales environments

Compensation & Benefits

• $175000 $250000 base salary uncapped commission (high six-figure potential)
• Health dental and vision insurance
• 401(k) with company match
• Unlimited PTO flexible work schedule
• Remote/hybrid work flexibility
• Access to AI-powered sales tools and automation systems
• Career growth with a global innovation-driven firm

Work Environment / Culture
At GlobiFYE we operate at the intersection of finance AI and scalable growth systems. Our culture is fast-paced collaborative and performance-driven where innovation is encouraged and results are rewarded. Youll work alongside a diverse team of forward-thinking professionals leveraging GenAI automation and data intelligence to redefine financial sales. We prioritize work-life balance remote flexibility and continuous learning ensuring you have the tools and support to succeed in a modern sales environment.
Application Process

• Submit your application via Indeed (quick apply takes <2 minutes)
• Initial screening within 4872 hours
• Virtual interview with hiring team
• Final decision within 1 week