Financial Services Sales Pro

Course Advisor; United States; On-site; USD 34,360 - 208,000; Full time

Job summary

Course Advisor is seeking a Financial Services Sales Agent to sell financial services, including loan and tax counseling. The ideal candidate will review business trends, prepare sales agreements, and evaluate financial service needs of customers. Success in this role depends on strong skills in persuasion, active listening, and critical thinking. The position offers a competitive salary, with averages ranging between $34,360 and $208,000 based on experience and location, particularly in states like New York and South Dakota.

Qualifications

• Experience in financial services sales or related field.
• Ability to understand customer needs and sell appropriate services.
• Strong communication and interpersonal skills.

Responsibilities

• Sell financial services, such as loan and tax counseling.
• Review business trends to advise customers.
• Prepare forms or agreements to complete sales.

Skills

Persuasion

Active Listening

Speaking

Critical Thinking

Reading Comprehension

Social Perceptiveness

Tools

Microsoft Excel

Salesforce software

Microsoft Office

Data entry software

Job description

Course Advisor is seeking a Financial Services Sales Agent to sell financial services, including loan and tax counseling. The ideal candidate will review business trends, prepare sales agreements, and evaluate financial service needs of customers. Success in this role depends on strong skills in persuasion, active listening, and critical thinking. The position offers a competitive salary, with averages ranging between $34,360 and $208,000 based on experience and location, particularly in states like New York and South Dakota.