Job description

About the Financial Sales Advisor position

A Financial Sales Advisor is an intermediary who connects our carriers and customers. Your duties will include providing customers with financial consulting services and helping them use their money efficiently.

We expect you to be able to research the marketplace on available products and services, identify customers' needs, design financial strategies, and close sales.

Financial Sales Advisor responsibilities are:

Guide profitable and secure financial solutions to customers.
Strategic consulting on financial products and services such as cash and debt management, investments, insurance coverage, and so on
Explore clients' financial situations, investigate their needs, and suggest solid financial plans.
Build client base and maintain win-win relationships.
To meet sales goals, explore and generate leads, and research opportunities for mutual funds, stocks, bonds, etc.
Stay informed about trends and updates of an industry niche.
Review financial plans and optimize them to ensure profits.
Ensure compliance with all industry rules and regulations.
Interact with providers, solicitors, valuers, and other professionals.

Financial Sales Adviser requirements are:

Significant experience with PCs, particularly with database systems operating
Excellent communication, negotiation, and presentation skills
Accuracy, close attention to detail, and the ability to provide detailed and plain explanations of complex data

This is a 1099 commission-only job plus residuals, bonuses, & overrides. Results will vary

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