Sales Consultant for Financial Solutions
2 weeks ago
Accounting, Financial & Tax Services is a premier provider of extensive financial solutions tailored for both businesses and individuals. We are in search of a Sales Consultant to enhance our vibrant team.
In this position, you will manage incoming inquiries and transform them into viable sales opportunities. Your role will involve engaging with prospective clients, discerning their requirements, and delivering optimal financial solutions to achieve their objectives.
This is an excellent opportunity for those who possess a passion for sales and customer engagement, and who excel in a dynamic, target-oriented atmosphere. We provide competitive remuneration and abundant opportunities for professional advancement.
Key Responsibilities- Timely and professionally respond to and follow up on incoming inquiries and leads.
- Establish rapport with potential clients by comprehending their financial goals and proposing customized solutions.
- Conduct thorough needs assessments to identify the most suitable financial products and services for each client.
- Collaborate with the sales team to achieve and surpass sales objectives.
- Maintain precise records of customer interactions and sales activities.
- Deliver exceptional customer service throughout the sales process.
- Stay informed about industry trends and competitors to uncover new sales opportunities.
- A minimum of 2 years' experience in a sales, marketing, or customer service capacity, ideally within the financial services sector.
- A proven history of achieving and exceeding sales goals.
- Outstanding verbal and written communication abilities.
- Strong negotiation and persuasion skills.
- Ability to thrive in a collaborative team environment.
- Proficient in utilizing CRM systems and other sales tools.
- Familiarity with financial products and services is advantageous.
- A bachelor's degree in business, finance, or a related discipline is preferred but not mandatory.
- This role can be offered on a part-time or full-time basis.
- Compensation ranges from $100 to $300 per closed deal.
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