Financial Internal Sales Consultant
3 weeks ago
Company Description
K1 Strategies is a financial services company that provides marketing, technology, and product solutions for financial institutions.
Role Description
This is a full-time on-site role for a Financial Internal Sales Consultant at K1 Strategies in Clinton Township, MI. As a Financial Internal Sales Consultant, you will be responsible for providing sales support to financial advisors, managing client relationships, and identifying business opportunities. You will also collaborate with cross-functional teams to develop and implement sales strategies, and provide customized solutions to meet client needs.
Qualifications
- Strong knowledge of financial products and services
- Excellent communication and interpersonal skills
- Proven experience in sales or customer service
- Ability to build and maintain client relationships
- Strong organizational and time management skills
- Bachelor's degree in finance, business, or a related field preferred
- Life Insurance License
- FINRA Series 6 or 7 license
- Proficiency in Microsoft Office Suite
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