WHO WE ARE:
TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, SEI, Motive Partners and a who’s who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.
We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.
In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.
OUR VALUES: Go with your GUT
- Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
- Understanding through Listening and Speaking the Truth. We value transparency. We communicate with radical candor, authenticity and precision to create a shared understanding. We challenge, but once a decision is made, commit fully.
- I Win for Teamwin. We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win together.
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:
- Develop long term relationships with customers to better position yourself to suggest appropriate products to them.
- Make sales calls – mostly to current and previous buyers – to generate product sales..
- Understand customer priorities and position the various Magnifi publications to meet those needs either bundled or stand-alone.
- Track and report your sales numbers on a daily basis.
- Work in tandem with customer service to resolve customer issues and find opportunities to turn complaints into sales.
- Meet with the sales team and leadership at least once weekly to discuss new campaigns and to provide updates and feedback.
WHO YOU ARE:
- Successful product sales experience working directly with customers
- Experience working in a start-up and/or small, fast-paced environments with little structure
- Demonstrated ability to understand sales barriers and overcome objections to close sales
- Demonstrated success in being to understand customer needs and objectives and developing product configuration solutions to meet those needs
- Demonstrated track record of breaking down barriers via cold-calling and email marketing
- Financial services, fintech and/or technical industry experience strongly preferred.
- An understanding of investing and how investment research products work, or a strong willingness to learn and develop expertise in our products and customers
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:
- Medical, dental, vision, life and disability insurance
- Flexible Spending Account (FSA) and Health Savings Account (HSA)
- 401(k) Retirement Plan
- Flexible PTO policy and Company-paid holidays
- Parental Leave: 12 week paid maternity, 6 week paid paternity leave
- Corporate Social Responsibility and volunteering opportunities
- Access to our Chief Mindfulness Officer for Mindfulness events and 1:1 personal coaching
- Company sponsored events like mindfulness events, development workshops, team dinners, pickleball games, happy hours, holiday parties and more!
- The ability to make a real impact in an incredibly fast-growing organization
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.
Similar Jobs
What We Do
TIFIN builds AI-powered financial technology that personalizes and improves financial advice across consumers, advisors, workplaces, and institutions. Our modular platform embeds finance-tuned AI to deliver dynamic, tailored guidance at scale—without added complexity. Combining proprietary models, specialized data, and a fast-paced engineering culture, we create secure, compliant tools that power real outcomes. We’re proud to be Great Place To Work Certified™ , and ranked in Vault’s Fintech 100 Outstanding Employers and Forbes’ list of America’s Best Startup Employers. Our world class team includes complimentary financial services and technical expertise from Google, Microsoft, Uber, Techstars, BlackRock, LPL, Franklin Templeton, Morgan Stanley, and more. We move at speed, standing up businesses at 2-4x the speed of typical fintech companies, building MVPs in 3 months and production ready products in 6-12 months.
Gallery
