Freelancer - Financial Sales

Overview

Key Responsibilities

• Identify potential clients and conduct cold calls emails and networking to generate new leads
• Understand clients financial needs and recommend appropriate products or services to meet those needs
• Negotiate and close sales deals while providing exceptional customer service
• Build and maintain strong longlasting client relationships
• Stay updated on financial products market trends and industry regulations
• Collaborate with the sales team to achieve sales goals and targets
• Prepare and deliver sales presentations to potential clients
• Handle and resolve customer inquiries and complaints in a timely and professional manner
• Meet and exceed sales quotas and KPIs
• Utilize CRM systems to track and manage client interactions and sales processes
• Report on sales activities progress and achievements
• Attend industry events and conferences to expand professional network
• Stay informed about competitors and their products
• Conduct market research to identify new business opportunities

Required Qualifications

• Bachelors degree in Finance Business Economics or related field
• Proven work experience as a financial sales representative or in a similar sales role
• Strong understanding of financial products markets and industry regulations
• Excellent communication and interpersonal skills
• Demonstrated ability to effectively negotiate and close sales deals
• Selfmotivated with a resultsdriven approach
• Exceptional customer service skills with a customerfocused mindset
• Proven track record of meeting and exceeding sales targets
• Ability to manage time effectively and prioritize tasks
• Strong networking and relationshipbuilding abilities
• Proficiency in CRM software and Microsoft Office suite
• Ability to work independently and as part of a team
• Detailoriented with strong organizational skills
• Willingness to travel as needed
• Financial industry certifications (e.g. Series 7 CFA) are a plus

sales,financial knowledge,communication,negotiation,self-motivated,customer service,networking,time management