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Financial Brokerage Specialist
2 weeks ago
About the Job:
We are looking for a Financial Brokerage Specialist to join our team. As a key member of our sales team, you will be responsible for leading our financial brokerage activities.
- Job Responsibilities: Your primary responsibility will be to implement and execute our financial brokerage strategy, including identifying and pursuing new business opportunities.
- Collaboration: You will work closely with our sales team to convert leads into potential prospect meetings and close deals.
- Presentation Skills: You will deliver compelling presentations to showcase our financial brokerage services, highlighting their benefits and value proposition.
- KPI Achievement: You will work towards achieving set Key Performance Indicator (KPI) deadlines and targets, ensuring that our sales team is meeting its goals.
- Sales Pipeline Management: You will utilize a strategic funneling approach to manage our sales pipeline, identifying areas for improvement and developing strategies to increase conversions.
- Customer Engagement: You will engage with potential prospects and existing customers to build trust and rapport through exceptional customer service.
- Market Intelligence: You will conduct market research and analyze trends and competitors' activity to stay ahead of the competition and identify new business opportunities.
- Customer Communication: You will ensure that customers are informed of all prevailing fundamental factors that may impact product prices, providing them with timely and accurate information.
- Negotiation and Relationship Building: You will use your negotiation and relationship-building skills to close deals and maintain a strong customer relationship.
