Drive client acquisition and retention by understanding financial needs, offering tailored solutions, maintaining relationships, collaborating with internal teams, and meeting sales targets through outreach and presentations.
Overview
We are seeking a motivated individual to join our dynamic sales team. This position is ideal for someone who is passionate about helping clients achieve their financial goals and is eager to drive company growth through effective sales strategies.
Key Responsibilities
- Engage with potential clients to understand their financial needs and offer tailored solutions.
- Develop and maintain strong relationships with clients to ensure their satisfaction and loyalty.
- Achieve and exceed sales targets through proactive outreach and effective communication.
- Collaborate with marketing and product teams to enhance service offerings and customer experience.
- Prepare and deliver compelling presentations to clients and stakeholders.
Requirements
- Proven experience in a sales role, preferably in the financial services industry.
- Excellent communication and interpersonal skills.
- Strong problem-solving abilities and a client-focused mindset.
- Ability to work independently and as part of a team.
- Familiarity with CRM software and sales analytics tools.
Nice to have
- Experience in financial planning or investment management.
- Relevant certifications or qualifications in sales or finance.
- Multilingual abilities are a plus.
Top Skills
Crm Software
Sales Analytics Tools
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