Sales Representative

About Quest Trust Company

As the nation’s leading provider of Self-Directed IRAs, Quest Trust Company is reshaping the way we prepare for retirement and build wealth for future generations. Clients can invest their retirement accounts into alternative investments, including real estate, promissory notes, private companies and much more. Quest Trust Company is looking for ambitious, dedicated, and hardworking business professionals to join the team. Think you have what it takes? Apply now!

Perks & Benefits:

Our mission is to deliver unparalleled work experience with a culture that values excellence, ambition, teamwork, and a positive atmosphere. What we provide is continuous education, training, and consistent mentorship which will enable your growth within our company. We believe in cultivating a philosophy that fosters innovation, integrity, hospitality, and growth. By maintaining this culture we create an ambitious sense of purpose allowing us to engage competitively in any market.

• $500.00 sign-on bonus after successfully passing New Hire Review
• Flexibility to Work From Home after one year of service
• May travel across the country to sales events and conferences, which includes expense allowance
• After successful completion of the IRA Specialist Review, sales employees will be eligible to receive performance-based sales bonuses
  • Once training begins for the Sales Representative, compensation bonuses will begin accruing, to be paid out at the successful completion of the IRA Specialist Review 
  • Sales bonus eligibility is based upon department goals being attained each quarter, while compensation is based on individual performance.
  • An IRA Specialist’s overall pay can often be comprised of 25% or more from bonuses.
    
• Excellent growth and advancement opportunities
• Health Insurance (available after 60 days of full-time employment)
• Parental Leave (available after one year of service)
• 7 Paid Holidays
• 66 hours of personal time each year
• 401(k) plan enrollment after one year of service
• 10 paid vacation days after one year of service
• 15 paid vacation days after five years of service
• Free snacks and drinks for staff
• Quarterly team building activities and much more

Roles & Responsibilities include (but not limited to):

As a Sales Representative/JR IRA Specialist, the ideal candidate will work to establish new client accounts and provide 1-on-1 consultations. The Sales Representative will be required to travel to all local and non-local events hosted by Quest Trust Company when needed, speak at the events they attend, and be able to host internal Q-15 videos. Speaking at these events will demonstrate the knowledge of the Sales Representative, but also help represent Quest as a company. In addition, the Sales Representative will act as a liaison between the Sales/Marketing department and other departments as needed, ensure they are providing accurate information to clients/customers, and maintain new and existing client accounts.

• Establish professional relationships with clients and maintain client relationships
• Conduct phone, Zoom, and in-person consultations with new and existing clients to explain the benefits of self-direction
• Explore clients’ personal situation, and ultimately open accounts and facilitate the movement of existing accounts to QTC
• Maintain broad understanding of retirement accounts
• Maintain understanding of investing in private assets, including staying up to date on new and proposed legislation, changes in rules and more
• Data entry of leads in company databases and internal spreadsheets including Salesforce, Monday.com, and maintain documentation of client conversations
• Attend educational workshops, conferences, various other promotional events and departmental meetings and trainings both local and non-local
• Complete special assignments or projects as assigned by manager
• Communicate clear goals and establish timelines with upper management
• Be a liaison between clients and other departments
• Performs other job-related duties as required

Education & Experience

• High School Diploma is required 
• College Degree is preferred 
  

• A minimum of 1-3 years of directly job-related experience recommended

Skills & Qualifications

• Time management skills with the ability to organize and prioritize
• Must be able to work well in a team environment
  
• Previous Sales/IRA experience
  
• Excellent verbal and written communication skills
• Ability and willingness to travel to local and non-local events
• Ability to work nights and weekends
  
• Background in finance preferred
• CISP certification preferred
• Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook, Teams) 
  
• Type minimum 55-60 WPM (https://www.keyhero.com/free-typing-test/ ) (Attach screen shot of results to resume)