Financial Sales Advisor

New

Skills

Client Relationship Management Communication Compliance Lead Generation Sales

Job Overview

Deutsch Financial Group is seeking an experienced remote sales advisor to provide financial consulting services to customers, offering strategic solutions and optimizing financial plans.

Responsibilities

Offer financial consulting services to customers
Guide profitable financial solutions
Strategic consulting on financial products
Explore clients' financial situations and suggest plans
Build and maintain client relationships
Generate leads and research investment opportunities
Stay informed about industry trends
Review and optimize financial plans
Ensure compliance with industry regulations
Interact with professionals for financial services

Requirements & Qualifications

Significant experience with PCs and database systems
Excellent communication, negotiation, and presentation skills
Attention to detail with the ability to explain complex data

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: 12 Months

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