Company Description
Our team of professionals are dedicated to providing visionary leadership and strategic financial solutions aimed at personal wealth growth. The firm is committed to results-driven strategies and fostering strategic growth for its clients. Our mission focuses on delivering exceptional financial outcomes through innovative and tailored investment approaches.
Role Description
This is either part or full-time remote role for a Sales Professional. The Sales Professional will be responsible for identifying and pursuing new sales opportunities, building and maintaining client relationships, conducting market research, and developing strategic sales plans. Daily tasks include prospecting potential clients, presenting financial solutions, and collaborating with the team to meet sales targets and company goals. Additionally, the role involves representing the company at industry events and staying up-to-date with financial market trends.
Qualifications
- Willingness to help and educate people with investment strategies that positively effect their outcome
- Strong sales, techniques, and relationship-building skills
- Experience in market research and strategic sales planning
- Ability to develop and present financial solutions
- Excellent communication and interpersonal skills
- Self-motivated with the ability to work independently and remotely
- Understanding of the Sales Lifecycle model
- Understanding of financial markets and investment strategies is a plus
https://calendly.com/vosswfg/book-an-appointment-zoom-clone
