Field Sales Intermediate Officer - Financial Products - Remote

Overview

The Field Sales Intermediate Officer is responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district, while coordinating with the Consumer Sales team.

In Short

• Develop and implement sales plans to achieve targets.
• Interact with management to ensure communication regarding client needs.
• Execute integrated sales and marketing strategies.
• Ensure adherence to operational controls and compliance.
• Monitor and improve investment consultant activities.
• Resolve client complaints efficiently.
• Assess risk in business decisions.
• Demonstrate ethical judgment and transparency.
• Maintain clear communication with clients and team.
• Other job-related duties as assigned.

Requirements

• 2-5 years of relevant experience.
• Required licenses: Series 7, Series 63, Series 66, Series 24 or 9/10.
• Previous sales experience preferred.
• Ability to communicate with all management levels.
• Extensive knowledge of financial regulations.
• Ability to work under pressure and manage deadlines.
• Effective problem-solving skills.
• Clear written and verbal communication.
• Bachelor’s degree or equivalent experience.
• Certificación AMIB figura 3 vigente.

Benefits

• Equal opportunity employer.
• Consideration for candidates regardless of background.
• Accessibility support for applicants with disabilities.
• Comprehensive training and development opportunities.
• Career advancement potential.