Remote Sales Advisor

November 9

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Logo of Deutsch Financial Group

Deutsch Financial Group

Debt-free Life β€’ Tax-free Retirement β€’ Smart Start β€’ Wealth Management β€’ Financial Planning

51 - 200

Description

β€’ Guide profitable and secure financial solutions to customers. β€’ Strategic consulting on financial products and services such as cash and debt management, investments, insurance coverage, and so on β€’ Explore clients' financial situations, investigate their needs, and suggest solid financial plans. β€’ Build client base and maintain win-win relationships. β€’ To meet sales goals, explore and generate leads, and research opportunities for mutual funds, stocks, bonds, etc. β€’ Stay informed about trends and updates of an industry niche. β€’ Review financial plans and optimize them to ensure profits. β€’ Ensure compliance with all industry rules and regulations. β€’ Interact with providers, solicitors, valuers, and other professionals.

Requirements

β€’ Must have a U.S.-based physical address β€’ Must be at least 18 and legally authorized to work in the U.S. β€’ Significant experience with PCs, particularly with database systems operating β€’ Excellent communication, negotiation, and presentation skills β€’ Accuracy, close attention to detail, and the ability to provide detailed and plain explanations of complex data

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