- Identify recent business opportunities through cold calling, networking, and market research to meet sales targets.
- Build relationships with existing clients to increase repeat business and referrals.
- Conduct product demonstrations and presentations to potential customers to showcase the benefits of our financial products.
- Meet or exceed monthly sales quotas by effectively managing time, prioritizing tasks, and staying organized.
Job Requirements :
- 0-7 years of experience in banking sales, insurance sales, or related field.
- Strong communication skills for effective customer interaction over phone calls or face-to-face meetings.
- Ability to work independently with minimal supervision while meeting tight deadlines.
- Basic knowledge of finance concepts such as budgeting, investing, and retirement planning.