Financial Services Sales Representative

4 weeks ago


Reston, Virginia, United States Vimerse InfoTech Inc Full time
Financial Services Sales Representative

Overview: Vimerse InfoTech Inc is seeking a skilled Financial Services Sales Representative to drive revenue growth by identifying and cultivating new business opportunities within the financial services sector.

Key Responsibilities:
  • Client Acquisition: Actively prospect and acquire new clients within the financial services industry through targeted outreach, networking, and relationship building.
  • Product Knowledge: Develop a deep understanding of our financial products and services, staying current on industry trends and market conditions to effectively communicate the value proposition to potential clients.
  • Relationship Building: Cultivate and maintain strong, long-lasting relationships with clients, acting as a trusted advisor by demonstrating expertise in financial services and being able to explain complex solutions.
  • Sales Presentations: Prepare and deliver compelling sales presentations to individuals and groups, effectively communicating the benefits and features of our financial products.
  • Sales Pipeline Management: Maintain an organized and efficient sales pipeline, consistently updating CRM systems with accurate and timely information, meeting and exceeding sales targets and KPIs.
  • Collaboration: Work closely with internal teams, including marketing, and customer support, to ensure a seamless and positive client experience.
  • Market Research: Stay informed about industry trends, competitor offerings, and market conditions, providing feedback to the team to enhance product development and positioning.
Requirements:
  • Proven track record of success in financial services sales.
  • Strong understanding of financial products and market dynamics.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a collaborative team.
  • Results-oriented with a focus on meeting and exceeding sales targets.
  • Proficiency in CRM software and Microsoft Office suite.
  • Internal wholesale experience at a finance firm is a huge plus.
  • Bachelor's degree in Business, Finance, or a related field.
  • Occasional travel may be required.


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