We are seeking a Investment Consultant.
As an Investment Consultant, you will assess, assist, and advise clients as they choose the services best suited for their needs. You will develop relationships with existing clients and build relationships with new clients. Your goal is to demonstrate to clients and prospects the value of the platform, resulting in asset accumulation and retention.
RESPONSIBILITIES:
* Open new accounts.
* Proactive business development calls to prospects and clients.
* Respond to leads generated through supplemental business development efforts.
* Presentation of solutions to clients and prospects through face-to-face meetings.
* Tracking of your activities through the client relationship management system.
* Continue to update your sales skills.
QUALIFICATIONS:
* Three or more years of successful sales experience in the financial services industry.
* Bachelor’s degree in Business, Accounting, Finance, or related field
* Possess comprehensive industry and investment knowledge.
* Ability to present complex information in a way that enables clients to make informed investment decisions.
PACKAGE:
* Base salary.
* Quarterly bonuses based on individual production and branch performance against both asset and new account targets.
* Comprehensive benefits program that includes medical, dental, and 401(k).
Email: job-983976714@craigslist.org
* Compensation: Base salary
* Telecommuting is ok.
* This is a contract job.
As an Investment Consultant, you will assess, assist, and advise clients as they choose the services best suited for their needs. You will develop relationships with existing clients and build relationships with new clients. Your goal is to demonstrate to clients and prospects the value of the platform, resulting in asset accumulation and retention.
RESPONSIBILITIES:
* Open new accounts.
* Proactive business development calls to prospects and clients.
* Respond to leads generated through supplemental business development efforts.
* Presentation of solutions to clients and prospects through face-to-face meetings.
* Tracking of your activities through the client relationship management system.
* Continue to update your sales skills.
QUALIFICATIONS:
* Three or more years of successful sales experience in the financial services industry.
* Bachelor’s degree in Business, Accounting, Finance, or related field
* Possess comprehensive industry and investment knowledge.
* Ability to present complex information in a way that enables clients to make informed investment decisions.
PACKAGE:
* Base salary.
* Quarterly bonuses based on individual production and branch performance against both asset and new account targets.
* Comprehensive benefits program that includes medical, dental, and 401(k).
Email: job-983976714@craigslist.org
* Compensation: Base salary
* Telecommuting is ok.
* This is a contract job.
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