Financial Salas Representative

Deutsch Financial Group; United States; Remote; USD 30,000 - 100,000; Part time

Job summary

A leading financial services company seeks a Remote Financial Sales Representative to provide expert financial consulting. In this commission-only role, you'll guide clients through various financial solutions, focusing on their needs, building relationships, and achieving sales goals. If you excel in communication and negotiation, this position offers the potential for significant earnings based on performance.

Benefits

Bonuses and merit-based incentives

Flexible working hours

Qualifications

• Experience with PCs and database systems.
• Ability to provide clear explanations of complex data.

Responsibilities

• Guide financial solutions to customers.
• Research and suggest financial products and services.
• Generate leads and close sales.

Skills

Communication

Negotiation

Presentation

Attention to detail

Job description

About the Remote Financial Sales Representative position

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.

We expect you to be able to research available products and services, identify customers' needs, design financial strategies, and close sales.

Remote Financial Sales Representative responsibilities are:

• 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 in 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.

Remote Financial Sales Representative requirements are

• 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

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