- Identify and target potential clients through research, referrals, and networking.
- Conduct engaging sales presentations and meetings to showcase our financial offerings.
- Build and maintain strong relationships with clients to ensure satisfaction and loyalty.
- Achieve and exceed monthly and quarterly sales targets.
- Provide exceptional customer service, addressing client inquiries and concerns promptly.
- Collaborate with internal teams to refine product offerings and enhance client experiences.
- Maintain accurate records of sales activities and client interactions.
- Stay informed about market trends and competitor activities to adapt strategies effectively.
Qualifications
- Bachelor's degree in Business Administration, Finance, or a related field.
- A minimum of 2 years of proven sales experience in the financial services sector.
- Strong track record of achieving or exceeding sales targets.
- Excellent communication and interpersonal skills to build strong client relationships.
- Ability to analyze client needs and provide tailored solutions.
- Self-motivated with strong organizational and time management skills.
- Proficient in Microsoft Office Suite and sales CRM tools.
- Ability to work independently as well as collaboratively in a team environment.