Financial Internal Sales Consultant

3 weeks ago


Clinton Township, United States K1 Strategies Full time

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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