Customer Facing Sales Representative

Job Description

Job Description

The biggest barrier to financial freedom isn’t technology, it’s habit. Most people stay with outdated "brick-and-mortar" banks because it’s what they know, even when those banks don't serve their best interests.

At Succession Partners, we are the human element of the Fintech revolution. Currently, only 4% of the population has made the switch to Neobanking. Our mission is to move that needle by having the honest, face-to-face conversations that traditional banks avoid. We are looking for a Customer-Facing Sales Representative to be the heartbeat of this movement.

The Qualities of a Change-Maker

We don't look for a background in finance; we look for a background in humanity. To thrive in this "Catalyst" role, you should naturally embody these four traits:

• Social Fluency: You have a "people-first" radar. You can navigate any social setting with ease, building instant rapport and making people feel heard, not "pitched."
• Unshakeable Professional Polish: You take great pride in how you carry yourself. You understand that when you speak, you are the premier face of a national brand, and you lead with a "gold standard" of integrity.
• Narrative Influence: You can take a complex idea and turn it into a simple, compelling "win" for the customer. You enjoy the art of persuasion and the satisfaction of helping someone discover a better way to bank.
• Service-First Stewardship: You are driven by a "win-win" mindset. You believe that your success is only meaningful when you’ve helped someone else take a step toward their business or education goals.

The Impact You’ll Make

In this role, you aren’t just "support," you are the primary driver of brand awareness. Your focus will be on Memorable First Impressions and Active Education:

• Igniting Conversations: Engaging with the public in high-energy, local community settings to bridge the gap between big fintech brands and everyday consumers.
• Modernizing Perspectives: Helping people move away from traditional fees and toward "mobile-first" banking solutions that prioritize their dreams.
• Driving Growth: Working side-by-side with a team to hit daily goals, using your personality to drive new member acquisition and territory growth.
• Scaling Your Skills: Participating in our "no-gatekeeping" culture, where we share leadership laws and communication mastery to help you sharpen your professional edge every single day.

Why You’ll Love the Succession Team

• Professional Stability: This is a stable W-2 position. We believe in providing a professional foundation where you can focus on your impact rather than just a commission check.
• A Culture of Growth: We prioritize your trajectory. Whether you're coming from hospitality, retail, or the service industry, we provide the "blueprint for success" through structured training and mentorship.
• A Consistent Path: Enjoy a social, daytime-focused schedule in a team-based environment that respects your time and celebrates your hard work.

The Invitation

If you have a "service-first" heart and want to use your personality to lead a revolution in how people bank, we want to hear from you.

Apply today to start a conversation about your professional future and our shared mission.

Learn more about the 4% to 96% shift

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