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