
Financial Partnership Specialist
2 days ago
This is an exciting opportunity to develop and nurture strong professional relationships with clients, understanding their financial objectives, needs, and preferences.
- Acquire in-depth knowledge of liability-based financial products and services, staying up-to-date on market trends and industry developments.
- Develop and implement effective sales strategies to identify potential clients, generate leads, and convert prospects into loyal customers.
- Conduct thorough financial needs assessments for clients, analyzing their financial situations and offering tailored solutions that align with their objectives.
- Present and explain the benefits of liability products and services, addressing client inquiries, and overcoming objections.
- Identify opportunities for cross-selling and upselling additional financial products and services to clients based on their individual profiles and requirements.
- Maintain high sales performance by consistently meeting or exceeding sales targets and quotas set by the organization.
- Client Relationship Management: Develop and maintain long-term relationships with existing and potential clients.
- Product Knowledge: Stay up-to-date on liability-based financial products and services.
- Sales Strategies: Develop and implement effective sales strategies.
- Needs Assessment: Conduct thorough financial needs assessments for clients.
- Cross-Selling: Identify opportunities for cross-selling and upselling.
You will have the opportunity to work in a dynamic environment, expand your professional network, and generate new business leads.
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