Sales Representative Public Speaker & Business Development
Job Description
Job Description
Benefits:
- 401(k)
- Bonus based on performance
- Company parties
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Profit sharing
- Vision insurance
- Serve as the lead speaker at live and virtual events, trade shows, webinars, and educational seminars.
- Clearly and confidently explain the benefits and mechanics of self-directed IRAs to audiences ranging from small investor groups to large professional gatherings.
- Travel regularly to attend events, network with potential clients, and present on behalf of CamaPlan.
- Identify, engage, and close new business opportunities from events and referrals.
Develop and maintain strong relationships with financial professionals, investors, and real estate networks. - Collaborate with marketing and leadership teams to align messaging and outreach strategy.
- Track sales pipeline activity and follow up with leads in a timely and professional manner.
- 3+ years of sales experience; experience in financial services, real estate, or retirement planning preferred.
- Confident and experienced public speaker, comfortable presenting to both small and large groups.
- Strong knowledge or willingness to quickly learn about self-directed IRAs, alternative investments, and retirement strategies.
- Ability and willingness to travel regularly (up to 50%) for in-person events across the U.S.
- Excellent communication and interpersonal skills.
- Self-motivated, organized, and results-driven.
- Background in finance, investment advising, or retirement planning.
- Previous experience as a trainer, educator, or seminar leader.
- Existing network within real estate, investing, or financial planning industries.
- Competitive base salary + commission
- Flexible hybrid work environment
- Travel expense reimbursement
- Ongoing training and professional development
- Opportunity to become a leading voice in the self-directed IRA industry
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