[High Salary] Associate Relationship Manager
2 weeks ago
We seek to take the wealth management industry by storm with our unconventional, asymmetrical approach towards helping people realize their financial dreams. We are looking for a rockstar go-getter who will work closely with the founders and top leadership team of Stack to help spearhead the company’s growth trajectory, and will be closely involved in building a talented sales & client relations team that will take care of all the financial needs of Stack’s clients.
Responsibilities:
- Conduct outbound calls to prospective customers for wealth product offerings.- Explain investment products, benefits, and other details to potential clients.- Achieve sales targets and key performance indicators set by the company.- Build and maintain a database of potential leads and customer interactions.- Provide excellent customer service by addressing inquiries and resolving concerns.- Collaborate with the sales team to enhance overall team performance.- Keep updated on industry trends and product knowledge related to investments.- Document and maintain accurate records of sales activities in the CRM system.
Qualifications:
- Proven experience in telesales, preferably in the insurance/credit card/wealth management sector.- Strong communication and persuasion skills.- Goal-oriented with a focus on achieving sales targets.- Familiarity with investment products and terminology.- Ability to work in a fast-paced and target-driven environment
Experience Required:- 1-5 years of work experience in sales, banking, insurance and Edtech preferred.
Industry
- Financial Services
Employment Type
Full-time
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