Financial Services Sales Pro – NYC, Performance Pay

Cascade Alliance Group; New York (NY); On-site; USD 59,000 - 83,000; Full time

Job summary

Cascade Alliance Group in New York, NY is seeking a motivated Sales Representative to drive new client acquisition and manage a portfolio of financial products. You will present solutions, close sales, and nurture client relationships in a fast-paced, collaborative environment.

The role emphasizes a strong track record in sales, outstanding communication, and a solid understanding of financial products, with opportunities for professional growth and leadership within a dynamic financial services

Qualifications

• Proven experience in selling financial products and services.
• Strong verbal and written communication skills required.
• Ability to present complex financial concepts clearly to clients.
• Comfortable speaking publicly and presenting to groups.
• Proven ability to work independently and as part of a team.

Responsibilities

• Identify potential clients, present financial products, close sales, maintain client relationships.
• Schedule and conduct calls, meetings, and presentations to advance the sales process.

Skills

Sales experience

Communication skills

Financial products knowledge

Public speaking

Team collaboration

Job description

Cascade Alliance Group in New York, NY is seeking a motivated Sales Representative to drive new client acquisition and manage a portfolio of financial products. You will present solutions, close sales, and nurture client relationships in a fast-paced, collaborative environment.

The role emphasizes a strong track record in sales, outstanding communication, and a solid understanding of financial products, with opportunities for professional growth and leadership within a dynamic financial services