Remote Financial Sales Advisor

Location: Nationwide

Compensation: Salary

Staff Reviewed: Wed, Jul 07, 2021

This job expires in: 14 days

Job Category: Financial

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial service company has an open position for a Remote Financial Sales Advisor.

Individual must be able to fulfill the following responsibilities:

  • Provide frequent and detailed client feedback to all members of the team
  • Follow up on prospective client appointments set by internal Sales Associates
  • Assist in the development of long term sales processes

Required Skills:

  • Expert, current knowledge of investment products and services
  • Exceptional verbal, written and listening communication skills
  • Proven track record in relationship management and customer satisfaction
  • Excellent operational, organizational and follow-up skills
  • Experience with client operational aspect of investment advisory
  • Strong interpersonal skills, team-oriented, and collaborative

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