Tale sales agent

Overview Role Summary :

Promote financial products, engage with clients, and achieve sales targets in a dynamic and customer-focused environment.

Responsibilities

Understand and explain financial products to customers.

Identify and pursue new sales opportunities through networking and calls.

Build lasting client relationships to address financial needs.

Meet monthly and quarterly sales targets.

Deliver sales reports and assist with tasks as assigned.

Qualifications

Strong communication, negotiation, and interpersonal skills.

Knowledge of financial products and market trends.

Proficiency in Microsoft Office Suite.

Ability to work independently, meet deadlines, and perform under pressure.

Skills

Excellent verbal and written communication skills.

Ability to analyze market trends and customer needs.

Exceptional negotiation and persuasion skills.

Time management and organizational skills.

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