We are seeking a dynamic and results-oriented Financial Sales Executive to join our team. The Financial Sales Executive will be responsible for selling financial products and services to clients, including investments, insurance, and retirement plans. This role requires a strong understanding of financial markets, excellent communication skills, and the ability to build and maintain relationships with clients to achieve sales targets.
Job Description:
- Prospect and generate leads through various channels, including cold calling, networking, and referrals.
- Meet with clients to understand their financial goals, risk tolerance, and investment preferences.
- Recommend suitable financial products and services based on client needs and objectives.
- Conduct thorough financial analyses to assess clients' current financial situations and provide tailored solutions.
- Present and explain complex financial concepts and investment strategies in a clear and understandable manner.
- Develop and maintain relationships with clients to foster long-term trust and loyalty.
- Monitor clients' accounts and portfolios, providing regular updates and recommendations as needed.
This hybrid position offers the flexibility to work from home on some days.
Monthly salary ranges between $3,000 and $6,000. 'A' Level, diploma, or degree qualifications required.
