Job Summary
We are seeking Investment Sales Associates to identify and engage potential clients, offering tailored investment solutions and wealth management services. The ideal candidate should have 1-3 years of experience, strong sales and negotiation skills, and a passion for helping clients grow their wealth. These roles require individuals who are passionate about financial services, client engagement, and driving revenue growth through investment solutions.
- Minimum Qualification : HND
- Experience Level : Entry level
- Experience Length : 1 year
- Working Hours : Full Time
Job Description/Requirements
Responsibilities:
- Identify and engage potential clients to offer investment and wealth management solutions.
- Build and maintain strong client relationships through excellent customer service.
- Educate clients on financial products, investment opportunities, and wealth-building strategies.
- Develop and execute sales strategies to achieve individual and team targets.
- Stay updated on market trends, investment options, and regulatory requirements.
- Work closely with senior advisors to enhance client portfolio performance.
Requirements:
- Bachelor's degree in Finance, Business, Economics, or a related field.
- 1-3 years of experience in investment sales, financial advisory, or wealth management.
- Strong sales and negotiation skills with a track record of achieving targets.
- Excellent communication and interpersonal skills.
- Ability to analyze financial products and recommend suitable solutions to clients.
- Self-motivated, results-driven, and eager to grow in the financial industry.
What We Offer:
- Competitive salary and performance-based incentives.
- Extensive training and career development opportunities.
- Access to premium investment products and financial tools.
- Supportive team environment and a chance to grow with a top-tier finance firm.
About Boardroom
About Indie Finance Company
Indie Finance Company is a fast-growing financial services firm committed to helping individuals and businesses achieve financial success. We provide innovative investment and wealth management solutions tailored to our clients' needs.
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