Strategic Tele-Sales Financial Advisor

Tanqeeb; Dubai; On-site; AED 216,000 - 288,000; Full time

Job summary

Tanqeeb in the United Arab Emirates seeks a results-driven tele-sales professional to proactively engage potential clients by phone, explaining financial products and tailoring solutions to meet goals. You will conduct needs analysis, assess risk tolerance and onboarding documentation, guiding clients through applications with clarity and persuasiveness.

The ideal candidate holds a Bachelor's in Finance/ Economics/Business and certifications such as CFP or NISM Series V-A, with 2–3 years of

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Certifications such as CFP, NISM Series V-A, or equivalent are desirable.
• Minimum 2–3 years of proven tele-sales experience in financial services.
• Proven track record of meeting/exceeding sales quotas in call center or remote sales environments.

Responsibilities

• Proactively engage potential clients via phone to introduce financial products and services.
• Conduct thorough financial needs analysis over the phone, assessing risk tolerance and income.
• Present tailored financial solutions with clear explanations of complex strategies and benefits.

Skills

Tele-sales

Financial products

Needs analysis

Closing skills

Education

Bachelor's in Finance/Economics/Business

Job description

Tanqeeb in the United Arab Emirates seeks a results-driven tele-sales professional to proactively engage potential clients by phone, explaining financial products and tailoring solutions to meet goals. You will conduct needs analysis, assess risk tolerance and onboarding documentation, guiding clients through applications with clarity and persuasiveness.

The ideal candidate holds a Bachelor's in Finance/ Economics/Business and certifications such as CFP or NISM Series V-A, with 2–3 years of