Sales Match
A dedicated Personal Financial Advisor provides individualized financial advice to clients, helping them manage personal finances and achieve their financial goals. The role involves creating personalized financial plans, advising on budgeting and investment strategies, and educating clients on financial best practices. This position offers the opportunity to work remotely while building long-term client relationships and staying informed about market trends.
SalesMatch places vetted appointment setters and high ticket closers into online businesses. Scale booked calls and closed deals with sales professionals aligned to your offer and sales process.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Sales Match.