Financial Sales Executive

Financial Sales Executive

16 Jul 2025
California, San francisco bay area 00000 San francisco bay area USA

Financial Sales Executive

Beyond Financial Services, based in Fremont, CA, is seeking an experienced Financial Sales Executive to join our team to identify mid-sized business owner clients ($5 million-$200 million in revenue) in the San Francisco Bay Area who desire to sell their business.

Successful candidates should possess Series 7 and 66 licenses, enjoy selling, and demonstrate a strong aptitude for sales by building new, and maintaining current relationships. Our goal is a highly professional approach in selling succession planning services to business owners and key decision makers.

The work environment is friendly and collaborative and the company offers a competitive base salary, lucrative commission/bonus structure, and complete benefits package

For more information on the position and to apply, click on the following link:

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