Offer summary

Qualifications:

Experience with PCs and database systems is essential., Excellent communication, negotiation, and presentation skills are required., Attention to detail and the ability to explain complex data clearly are crucial., A background in financial consulting or sales is preferred..

Key responsibilities:

Guide customers in finding profitable and secure financial solutions.

Provide strategic consulting on various financial products and services.

Build and maintain a client base while fostering strong relationships.

Research and generate leads to meet sales goals and stay updated on industry trends.

Job description

About the Remote Financial Sales Representative position

We seek an experienced remote sales advisor as an intermediary between our carriers and customers. Your responsibilities will include offering financial consulting services to customers and assisting them in using their money efficiently.

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

Remote Financial Sales Representative 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 in 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.

Remote Financial Sales Representative requirements are

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 bonuses, residuals, overrides, and other merit-based incentives. Results will vary

Required profile