Financial Sales Service Associated

2 days ago

Mylapore Chennai Tamil Nadu, India Jesuma It Solutions Private Limited Full time

Financial Services Sales Agent Job Summary Responsible for selling a variety of financial services, including banking services, life insurance, retirement income, investments, and long-term care insurance. May sell retail and institutional mutual funds. Primary Responsibilities Sell financial services to businesses and individuals. Recommend certain services such as life insurance, retirement income, investments, and long-term care insurance. Build relationships with clients and communities. Provide solutions for short and long-term financial goals. Help clients achieve financial security. Present products and services via a presentation or slideshow. Determine clients' financial needs and areas of improvement. Determine security risks. Develop prospects from current commercial customers, referral leads, and sales and trade meetings. Negotiate sales agreements and contracts. Take payments. Prepare forms or agreements. Sell trusts, investments, and check processing services. Determine future growth. Advise customers regarding expected fluctuations. Make presentations on financial services to groups in order to attract new clients. Use financial, tax, economics and accounting skills to review a client's personal data and recommend investment strategies that are appropriate to the client's goals. Advise a client on whether to buy certain types of stocks, bonds and mutual funds. Evaluate financial reporting systems, accounting and collection procedures, and investment activities, and make recommendations for changes to procedures, operating systems, budgets, and other financial control functions. Determine whether loans must be obtained to meet cash requirements or whether surplus cash can be invested. Solicit business, authorize loans, and direct the investment of funds, always adhering to Federal and State laws and regulations.

**Job Types**: Full-time, Permanent, Fresher

Pay: From ₹20,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift
- Weekend availability

Supplemental Pay:

- Performance bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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