Commerical Sales Consultant

Description:

We are looking for a dynamic and results-driven Financial Sales Consultant to join our team. The ideal candidate will have a strong background in financial sales, a deep understanding of financial products and services, and a passion for helping clients achieve their financial goals. This role is ideal for an individual who thrives in a target-driven environment and has a proven ability to develop and maintain strong client relationships.Key Responsibilities:Identify, engage, and acquire new clients to drive business growth.Build and maintain strong, long-term relationships with clients, providing expert financial advice.Assess client needs and provide tailored financial solutions, including investment, insurance, and other financial products.Stay up to date with financial regulations, market trends, and industry developments to provide informed recommendations.Meet and exceed sales targets and key performance indicators (KPIs).Maintain accurate client records and ensure compliance with regulatory requirements.Collaborate with internal teams to ensure seamless service delivery and customer satisfaction.Conduct financial needs analysis and provide customized solutions to clients.Develop and implement sales strategies to expand the company’s client base.

Requirements:

• RE5 certification (Regulatory Exam for Representatives).
• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 3 to 5 years of experience in financial sales, consulting, or a similar role.
• Strong knowledge of financial products, including investments, insurance, and wealth management.
• Proven ability to meet and exceed sales targets.
• Excellent communication, negotiation, and interpersonal skills.
• Self-motivated, goal-oriented, and able to work independently.
• Strong analytical skills with the ability to assess client needs and provide tailored solutions.
• Experience using CRM software and digital sales tools is an advantage.

What We Offer:

• Competitive salary with commission and performance-based incentives.
• Opportunities for career growth and professional development.
• Supportive team environment with ongoing training and mentorship.
• Access to industry-leading financial products and solutions.

Requirements:

• RE5 certification (Regulatory Exam for Representatives).
• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 3 to 5 years of experience in financial sales, consulting, or a similar role.
• Strong knowledge of financial products, including investments, insurance, and wealth management.
• Proven ability to meet and exceed sales targets.
• Excellent communication, negotiation, and interpersonal skills.
• Self-motivated, goal-oriented, and able to work independently.
• Strong analytical skills with the ability to assess client needs and provide tailored solutions.
• Experience using CRM software and digital sales tools is an advantage.

• Competitive salary with commission and performance-based incentives.
• Opportunities for career growth and professional development.
• Supportive team environment with ongoing training and mentorship.
• Access to industry-leading financial products and solutions.