Investment Sales Representative/Series 7
Investment Sales Representative/Series 7
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USD 80 - 150
1 Vacancy
Job Description
We are looking to hire financial services representative to focus primarily on connecting with clients through phone calls and persuading them to purchase our financial products and services.
To excel in this role you should be comfortable working in a sales-driven environment that relies on phone interactions to generate leads and close deals.
Strong communication analytical and customer service skills are essential for success in this role. Series 7 Financial License required or willingness to obtain one.
Tasks
Responsibilities:
- Scheduling meetings with clients to discuss their financial needs and goals.
- Collecting pertinent client information to provide investment options that align with clients financial situations.
- Monitoring market conditions to determine how various changes may impact taxes and client investments.
- Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
- Interacting with potential clients to inform them of the various financial products and services on offer.
- Suggesting viable solutions to improve clients financial statuses.
- Developing in-depth knowledge of our financial products to advise clients accordingly.
Requirements
Requirements:
- Excellent analytical organizational and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.
- Series 7 License (Required or Willing to Obtain)
Benefits
opportunity growth
Employment Type
Full Time
