Sales Advisor

2 days ago

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Deutsch Financial Group

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Debt-free Life • Tax-free Retirement • Smart Start • Wealth Management • Financial Planning

51 - 200

Description

• Act as an intermediary between carriers and customers. • Provide customers with financial consulting services and help them use their money efficiently. • Research the marketplace on available products and services, identify customers' needs, design financial strategies, and close sales. • Guide profitable and secure financial solutions to customers. • Strategic consulting on financial products and services such as cash and debt management, investments, insurance coverage, etc. • Explore clients' financial situations, investigate their needs, and suggest solid financial plans. • Build client base and maintain win-win relationships. • Explore and generate leads to meet sales goals, research opportunities for mutual funds, stocks, bonds, etc. • Stay informed about trends and updates of an industry niche. • Review financial plans and optimize them to ensure profits. • Ensure compliance with all industry rules and regulations. • Interact with providers, solicitors, valuers, and other professionals.

Requirements

• Solid experience in analyzing the market's financial data and providing consulting services in this area. • Track record of successful financial guidance. • Significant experience with PCs, particularly with database systems operating. • Excellent communication, negotiation, and presentation skills. • Accuracy, close attention to detail, and the ability to provide detailed and plain explanations of complex data.