Sales Consultant, Quant Finance Programme

Wall Street Quants

. Conduct scheduled 20–35-minute consultations with prospective students .

Posted 9/22/2026contractRemote • Colombia, Mexico, Argentina, Brazil, Peru, Costa RicaJuniorMid-Level💰 $2,500 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in selling financial products and services, with a strong understanding of financial markets and the ability to effectively handle objections and close sales. Proficient in maintaining CRM systems and ensuring all opportunities are current and well-documented.

Highest-signal resume keywords

Sales Experience in Financial ProductsKnowledge of Financial MarketsCRM ManagementObjection HandlingFluent English Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales ConversationsIdentifying Prospect NeedsClosing SalesFinancial Product KnowledgeCRM Logging

Soft Skills

Receptiveness to CoachingProfessionalismCommunication Skills

Tools & Technologies

CRM SoftwareVideo Conferencing ToolsHigh-Quality WebcamDedicated MicrophoneWired Broadband

Industry Keywords

BrokerageFintechWealth ManagementInsuranceLending

About the role

Key responsibilities & impact

Conduct scheduled 20–35-minute consultations with prospective students
Assess honestly whether the programme fits prospects’ goals
Present pricing and payment options
Handle objections professionally, including cost, timing, risk and self-doubt
Work open opportunities through to a decision
Confirm upcoming appointments
Keep every opportunity current in the CRM
Follow up with undecided prospects, confirm appointments, and handle questions between calls

Requirements

What you’ll need

Two or more years selling financial products or services, such as brokerage, fintech, trading, wealth management, insurance or lending
Genuine working knowledge of financial markets and career paths within them
Ability to sell, run sales conversations, identify prospect needs, handle objections on cost, timing and confidence, and ask for the decision
Receptiveness to weekly coaching and ability to apply feedback immediately
Fluent, natural English
Availability Monday to Friday, 9:00am to 5:00pm US Eastern
Professional video setup: 1080p webcam at eye level, headset with dedicated microphone, tidy uncluttered background, and front-facing lighting
Wired broadband of at least 25 Mbps download and 10 Mbps upload, plus a mobile hotspot as backup
Disciplined CRM habits, with every conversation logged and every opportunity current

Benefits

Comp & perks

Structured 90-day ramp with progressive targets
Weekly coaching from your own recorded calls
Full training on the programme and the industry
Small, senior, remote team with no politics and no bureaucracy
Commission on every dollar collected