Financial Services Sales Representative

Responsibilities:

• Maintain effective sales skills and in-depth product and service knowledge in order to offer products and services that best fit the client’s needs.
• Consistently meet or exceed sales/performance goals and operational standards.
• Maintain an active prospect list and professionally correspond with clients or potential clients to identify their financial needs and to build long-term relationships.
• Provide sound financial recommendations to help ensure financial security for clients and possess the capability to move clients to take action and implement recommendations
• Learn necessary selling skills practice.
• Serve customers quickly, accurately, efficiently, and confidentially. Takes a personal interest in each individual customer, making an attempt to establish rapport and looking for ways to help.
• Actively participate in training activities, coaching sessions, and meetings.
• Navigate multiple systems to professionally perform sale tasks by telephone/email with a high degree of accuracy and speed in a high-volume, fast-paced financial center environment.
   

Requirements:

• A minimum of one year of similar or related experience selling products and/or services.
• Excellent verbal and written English
• Possess excellent verbal and written communication skills in order to communicate effectively with clients and employees by telephone/email.
• Demonstrated ability to successfully perform duties with a high degree of accuracy and speed in a high-volume, fast-paced environment.
• Demonstrated ability to generate new business by outbound calling and reaching out to new clients.
• Demonstrated ability to engage in relationship-building discussions.
• Demonstrated ability to identify and anticipate clients' needs and sell products and services.
• Possess problem-solving and decision-making skills.
• Good interpersonal skills and the ability to work well with others.
• Solid time management and organizational skills.
• Basic proficiency in Windows-based programs.
• Intermediate mathematical skills performing calculations involving adding, subtracting, multiplying, and dividing.
• Experience in B2B is a big asset
• Willingness to work USA hours (EST)
   

What we offer:

• Training Program
• Competitive salary and bonuses
• Great working environment
• Benefits and motivational perks