Financial Professional

Overview

We are seeking a dedicated and motivated Financial Professional to join our team. In this role, you will be responsible for providing exceptional financial services to clients, helping them navigate their financial needs and goals. The ideal candidate will possess strong communication skills, a background in sales, and the ability to analyze complex financial information. This position offers the opportunity to work in a dynamic environment where you can make a significant impact on clients' financial well-being.

• Develop and maintain relationships with clients through effective communication and exceptional customer service.
• Conduct thorough analysis of clients' financial situations to provide tailored recommendations.
• Engage in outside sales activities to promote financial products and services.
• Utilize negotiation skills to close sales and achieve client satisfaction.
• Assist clients with benefits administration and insurance sales, ensuring compliance with HIPAA regulations.
• Collaborate with team members on marketing strategies to enhance client outreach.
• Maintain accurate records of client interactions and sales activities through effective sales administration.
• Provide telemarketing support as needed to generate leads and expand client base.
• Leverage multilingual capabilities to serve a diverse clientele effectively.

• Proven experience in retail sales or outside sales, preferably in the financial services industry.
• Strong negotiation skills with a track record of closing sales successfully.
• Excellent communication skills, both verbal and written, with the ability to convey complex information clearly.
• Bilingual or multilingual capabilities are highly desirable for serving a diverse client base.
• Solid analytical skills to assess clients' financial needs and recommend appropriate solutions.
• Experience in insurance sales is a plus, along with knowledge of benefits administration practices.
• Proficiency in customer service principles, ensuring a positive experience for all clients.
• Familiarity with telemarketing techniques is advantageous for lead generation efforts.

Job Type: Full-time

Compensation: $70,000 - $120,000 per year