Financial Sales Associate

Job Description

A Financial Sales Associate works with clients to recommend and sell financial products such as investment accounts, insurance policies, retirement plans, or banking services.

Key Responsibilities:

• Prospect and onboard new clients through networking, referrals, cold outreach, or inbound leads.
• Conduct financial reviews to understand clients’ goals, risk tolerance, and needs.
• Present products, answer objections, and close sales in compliance with regulations.
• Build long-term relationships and manage portfolios over time.

Skills & Qualifications:

• Bachelor’s degree in any discipline.
• 2+ years of experience in sales and Marketing.
• The ideal age range is 24-40 years old.
• Strong communication, leadership, and negotiation skills.
• Goal-oriented with the ability to manage a team.

Salary & Benefits:

• Fixed salary + performance-based incentives.
• Training and career growth opportunities.
• Health and life insurance benefits.

For more information – Kindly Contact Us : Palak |HR| 9723104999