
Senior Financial Services Advisor
7 days ago
Bachelor's degree in any discipline with a minimum GPA of 3.0 or higher is required for this role.
We provide a wide range of financial services including investment banking, asset management, and corporate advisory.
Responsibilities:
- Handle inbound and outbound customer calls to promote our financial products and services.
- Identify and qualify leads, educate customers about our offerings, and build strong relationships by providing excellent service and addressing customer inquiries and concerns.
- Meet and exceed sales targets and key performance indicators through collaboration with team members.
- Stay updated on industry trends and advancements in financial services.
Requirements:
- Excellent verbal and written communication skills.
- Strong interpersonal and persuasion skills.
- Ability to work in a fast-paced target-driven environment.
- Proactive and self-motivated with a positive attitude.
- Ability to handle objections and rejection professionally.
- Basic knowledge of financial services and products.
Benefits:
This role offers a unique opportunity to grow your career in the financial services industry. Our team provides a supportive and collaborative environment where you can learn and develop your skills.
Other Opportunities:
In addition to the responsibilities mentioned above, this role may involve working with cross-functional teams to achieve business objectives and contributing to process improvements.
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