Sales Representative

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, a dynamic financial services company based in New York, NY, is seeking a full-time Sales Representative. We specialize in innovative financial solutions and are looking for a passionate individual to help clients achieve their financial goals.

As a Sales Representative, you will identify potential clients, present our financial products, and close sales. You will also maintain strong relationships with existing clients to ensure satisfaction and loyalty. Your role will involve calls, meetings, and presentations, with the rewarding aspect of helping people achieve their financial dreams.

You will be part of a close-knit team in the bustling city of New York, NY. Our office is located in the heart of the city, offering easy access to public transportation and a vibrant professional community.

Your compensation will be performance-based, with a base salary ranging from $59,000 to $82,574 per year. Benefits details are not specified.

To excel in this role, you should have a proven track record in sales, excellent communication skills, and a strong understanding of financial products. You should also be comfortable working independently and as part of a team, and be proficient in public speaking and meeting new people.

If you are ready to advance your career in the financial services industry. This role offers a dynamic environment where you can leverage your skills and experience to drive business growth and innovation. You will be responsible for managing a portfolio of clients, developing and implementing financial strategies, and providing expert advice to help them achieve their financial goals. To succeed in this role, you will need a strong background in finance, excellent analytical and communication skills, and a proven track record of delivering results. You will be equipped with industry-leading tools and technologies, such as financial modeling software, risk management systems, and client relationship management platforms. The workplace is fast-paced and collaborative, with opportunities for professional development and career advancement.

• Identify potential clients, present financial products, close sales, maintain client relationships
• Proven track record in sales, excellent communication skills, strong understanding of financial products, ability to work independently and as part of a team, comfortable with public speaking and meeting new people