Offer summary

Qualifications:

Experience in sales or financial consulting is required., Strong communication, negotiation, and presentation skills are essential., Attention to detail and the ability to explain complex data clearly are necessary., Familiarity with database systems and PC usage is important..

Key responsibilities:

Provide financial consulting services and assist customers in managing their finances.

Research and identify customer needs to design effective financial strategies.

Generate leads and explore opportunities in various financial products like mutual funds and stocks.

Maintain relationships with clients and ensure compliance with industry regulations.

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