Inside Sales Associate (Business

Company Profile

Pure Financial Advisors, Inc. is a fee-only registered investment advisor, providing comprehensive retirement planning services and tax-optimized investment management services. Our headquarters are in San Diego with branches in Brea, Irvine, and Los Angeles.

Pure Financial puts education at the core of everything we do and strives to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world.

Job Description

We are looking for a passionate and competitive inside sales representative. This individual will play an integral role in our client acquisition efforts. The primary function of this position is to secure appointments for our financial advisors, through consistent outbound phone calls.

Qualified leads are provided based on having expressed an interest in meeting with one of our advisors.

Industry training will be provided and systems are in place to assist you in your success, if hired. If you like the challenge and rewards of business development in a fast-paced setting, then this might be the perfect fit and we would like to hear from you*.

*Resumes can be submitted to

• Perform outbound calls daily to secure advisor appointments
• Continuously refine and improve efficiencies
• Effectively communicate Pure Financial Advisor’s “best in class” offerings
• Use Salesforce or CRMS tool to manage the pipeline activity and track progress/goals


• Minimum of two years of proven inside sales experience
• Strong past achievement record including quota attainment and exceeding sales objectives
• Comfortable making a multitude of calls daily
• Capable of working independently and taking initiative
• Ability to think on your feet in a conversation and provide added value when necessary
• Experience with Salesforce or similar CRM
• Valid driver’s license with an excellent driving record, as well as reliable transportation and proof of insurance

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