Financial Sales Representative
Financial Sales Representative
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Job Description
Overview: We are seeking a dynamic and motivated Financial Sales Representative to join our team. As a Financial Sales Representative you will be responsible for promoting and selling a range of financial products and services to clients. Your primary goal will be to assist clients in achieving their financial goals through informed decisionmaking and tailored financial solutions.
Responsibilities:
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Client Relationship Management: Build and maintain strong relationships with clients by understanding their financial needs and providing appropriate solutions.
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Sales and Promotion: Promote and sell financial products such as investments insurance retirement plans and loans to prospective clients.
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Consultative Selling: Conduct thorough financial needs analysis and recommend suitable products and services based on clients financial situation and goals.
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Customer Service: Provide exceptional customer service throughout the sales process and beyond ensuring client satisfaction and retention.
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Market Research: Stay informed about market trends products and competitors to provide uptodate information to clients and make informed recommendations.
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Compliance: Adhere to all regulatory requirements and company policies while conducting sales activities.
Qualifications:
- Proven track record in sales preferably in the financial services industry.
- Strong understanding of financial products and services.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Bachelors degree in Finance Business Administration or a related field.
- Relevant certifications (e.g. Series 7 63) may be required or advantageous.
Employment Type
Full Time
