Sales Advisor

January 30

🏈 Alabama – Remote

Although this job is listed in Alabama, this company may be open to hiring remote in other states.

🎸 Mississippi – Remote

Although this job is listed in Mississippi, this company may be open to hiring remote in other states.

💵 $20k - $80k / year

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

🤑 Sales

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Deutsch Financial Group

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Deutsch Financial Group is a financial services company focused on empowering its clients and employees to protect their futures and secure their legacies. The company emphasizes a culture of support, creativity, and independence, allowing its agents the freedom to choose their career paths, set their own schedules, and work from home. Deutsch Financial Group is dedicated to providing a supportive environment where individuals can thrive personally and professionally.

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

51 - 200 employees

💸 Finance

🤝 B2B

📋 Description

• We seek an experienced remote sales advisor as an intermediary between our carriers and customers. • Your responsibilities will include offering financial consulting services to customers and assisting them in using their money efficiently. • 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.