Investment Product Specialist
2 weeks ago
We are seeking motivated individuals to join our team as Introduction to Investment Products Specialists.
Key Responsibilities:
1. Client Base Formation and Management: Proactively build and maintain a robust client base through targeted outreach and relationship-building efforts.
2. Product Sales: Drive sales of the company's diverse range of investment products by effectively communicating their value propositions and benefits to prospective clients.
3. Consultation Services: Provide comprehensive and personalized consultations to clients, guiding them on the optimal usage of investment products to meet their financial goals.
4. Market Research: Stay abreast of current market trends and developments in investment products, conducting thorough research to inform strategic decision-making.
5. Requirements:
1. Sales and Consulting Experience: Previous experience in sales and consulting within the investment sector is highly desirable, although candidates with a strong interest in finance and a willingness to learn will also be considered.
2. Drive for Results: Demonstrated ability to set and achieve ambitious goals, coupled with a relentless drive for success.
3. Communication and Persuasion: Exceptional interpersonal skills with the ability to effectively communicate complex concepts and persuade clients.
4. Organizational Skills: Strong self-organization and time management abilities, coupled with a high level of accountability and responsibility.
5. We Offer:
1. Competitive Compensation: Attractive salary package with performance-based bonuses for achieving and exceeding targets.
2. Professional Growth: Opportunities for ongoing professional development and career advancement within a dynamic and growing organization.
3. Supportive Environment: Join a friendly and collaborative team dedicated to helping you succeed in your role.
4. Flexible Work Arrangements: Enjoy the flexibility of remote work options and flexible working hours to accommodate your lifestyle and commitments.
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Investment Product Specialist
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