Deutsch Financial Group
Debt-free Life • Tax-free Retirement • Smart Start • Wealth Management • Financial Planning
Remote Sales Advisor
November 9
Deutsch Financial Group
Debt-free Life • Tax-free Retirement • Smart Start • Wealth Management • Financial Planning
Description
• Guide profitable and secure financial solutions to customers. • Strategic consulting on financial products and services such as cash and debt management, investments, insurance coverage, and so on. • Explore clients' financial situations, investigate their needs, and suggest solid financial plans. • Build client base and maintain win-win relationships. • To meet sales goals, explore and generate leads, and 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
• 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.
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