WHO WE ARE:
TIFIN is a fintech platform transforming the world of wealth through AI-powered personalization and investment intelligence. Backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, and Motive Partners, we are led by a team of seasoned entrepreneurs, technology experts, and wealth management veterans.
Our mission is to create engaging wealth experiences that improve financial outcomes. Just as personalization has reshaped how we experience movies, music, and shopping, TIFIN is bringing that same transformation to investing, but with the added responsibility of helping people achieve better financial lives.
We combine design and behavioral science to power intuitive, user-centric software and application programming interfaces (APIs). Our investment science and algorithmic engines personalize advice and investment solutions at scale.
Everyone’s financial journey is different. We match individuals with the right advice and investment opportunities across our wealth marketplace and planning solutions.
OUR VALUES: Go with your GUT
WHAT YOU'LL BE DOING:
Magnifi by TIFIN is changing the way consumers shop for investments by bringing trusted data, insights, and a world of investment opportunities right to their fingertips. Magnifi’s free search tool and AI-powered personal investing assistant enable individual investors with varying degrees of investment experience and know-how with investment intelligence that, up to now, has only been offered to professional financial advisors. Magnifi also provides, free, no commission and no-order flow trading of stocks, ETFs, and mutual funds for investors seeking to easily put their insights to work. In a world where every individual is unique, TIFIN enables Magnifi customers to gain critical investment intelligence and recommendations that match their distinct investment needs, risk levels, goals, and personal interests.
This is a remote contract role for an Inside Sales Representative at Magnifi, reporting to the Vice President of Operations, Sales and Support. In this role, you will be responsible for making outbound sales calls and emails to current customers to cross sell and upsell more products to them. These are established customers who have already purchased at least one product from us. Your main goal will be to foster relationships and close sales over the phone and email. This is a great opportunity for someone with excellent communication skills and a passion for sales to join a dynamic team and a desire to learn more about investment research publications. Compensation for this position is strictly commission-based: the more you sell, the more you make.
THE ROLE:
WHO YOU ARE:
The position is not anticipated to require travel.
COMPENSATION AND BENEFITS PACKAGE:
This is a contract position not eligible for health benefits with a compensation package based on commissions only. Commissions are paid monthly and amount to 20% of what you make and are billed in the same month. Actual pay will be variable based on your sales and other job-related factors permitted by law.
TIFIN offers a competitive benefits package that includes:
TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.
Understand the required skills and qualifications, anticipate the questions you may be asked, and study well-prepared answers using our sample responses.
Inside Sales Q&A's