Financial Products Sales will be responsible for promoting and selling our range of insurance and investment financial products to prospective clients.
This role requires a proactive individual with strong sales acumen, excellent communication skills, and a deep understanding of financial products and services.
Responsibilities:
● Prospect and identify potential clients through various channels, including cold calling, networking events, referrals, and other lead generation strategies.
● Conduct thorough needs assessments to understand clients' financial goals, risk tolerance, and insurance/investment needs.
● Present and explain our insurance and investment financial products and services to clients, emphasizing their features, benefits, and suitability to meet clients' specific needs.
● Provide personalized recommendations and financial advice to clients based on their individual circ*mstances, objectives, and preferences.
● Develop and maintain strong relationships with clients to foster trust and loyalty, and to generate repeat business and referrals.
● Stay informed about industry trends, regulatory changes, and market developments affecting insurance and investment products, and communicate relevant information to clients.
● Meet or exceed sales targets and performance metrics, including sales quotas, revenue targets, and client satisfaction goals
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales
Industries
Banking, Insurance, and Investment Banking
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