Remote Sales Advisor

Overview

We seek an experienced remote sales advisor as an intermediary between our carriers and customers. Your responsibilities will include offering financial consulting services to customers and assisting them in using their money efficiently.

In Short

• Guide profitable and secure financial solutions to customers.
• Strategic consulting on financial products and services such as cash and debt management, investments, insurance coverage, and so on.
• Explore clients' financial situations, investigate their needs, and suggest solid financial plans.
• Build client base and maintain win-win relationships.
• To meet sales goals, explore and generate leads, and research opportunities for mutual funds, stocks, bonds, etc.
• Stay informed about trends and updates of an industry niche.
• Review financial plans and optimize them to ensure profits.
• Ensure compliance with all industry rules and regulations.
• Interact with providers, solicitors, valuers, and other professionals.

Requirements

• Significant experience with PCs, particularly with database systems operating.
• Excellent communication, negotiation, and presentation skills.
• Accuracy, close attention to detail, and the ability to provide detailed and plain explanations of complex data.

Benefits

• This is a 1099 commission-only job plus bonuses, residuals, overrides, and other merit-based incentives. Results will vary.