Financial Sales Jobs
Financial Sales is the art of selling financial products successfully by understanding the clients’ needs and selling them the right products that suit their needs and/or situation. Financial sales is a specialized area of marketing which requires a confident and knowledgeable practitioner. A financial salesperson must have deep understanding of the financial industry, be familiar with financial markets and have in-depth knowledge of different financial products such as insurance, bonds, stocks, mutual funds, ETFs, commodities and derivatives etc. A financial salesperson can help to analyze, identify and recommend suitable and appropriate investments and services to their clients thereby ensuring that the desired financial goals will be met.
Financial sales is a complex yet rewarding occupation that requires strong interpersonal, communication and marketing skills in addition to product knowledge. Having an expert Financial Salesperson on board can impose significant value in company’s growth strategy as
they provide creative solutions for clients/investors for their long-term gain. Having an experienced Financial Salesperson in your team can help you achieve higher levels of success in terms of finding new clients, closing more deals, retaining existing customers, increasing market opportunities and understanding trends of consumer buying behaviour with respect to the available options in the market.
Here’s some projects that our expert Financial Salesperson made real:
- Gaining new insights on consumer behaviour within the Financial Services industry
- Generating detailed financial analysis documents to determine areas of priority investment
- Developing a scalale digital marketing strategy utilizing various data sources
- Making lengthy presentations to potential investors
- Selling corporate bonds and structured investment products
- Optimising revenue through market intelligence analysis
- Providing support on ongoing projects concerning performance monitoring and reporting
Our expert Financial Salespeople can help you make your visions into reality. With proven expertise in marketing strategies to help drive sales, a reliable infrastructure for customer service delivery, as well as comprehensive understanding of how different markets operate – choosing an experienced Financial Salesperson is a wise decision for making ROI stronger for your business. If you want to accomplish your goals faster with high quality results - post a project on Freelancer.com to find the perfect Financial Sales person or team who are ready to assist you!
Nga 3,429 vlerësimet, klientët vlerësojnë Financial Salespeople 4.88 nga 5 yje.Punësoni Financial Salespeople
I am seeking the expertise of a gamification strategist and developer to construct an engaging campaign for a group of 250 participants organized within three layers of a company. The ideal candidate would possess significant experience in structuring gamification campaigns within large organizations and be adept at creating platforms to run the activities. Key Deliverables: - Structuring a gamification campaign inclusive of quizzes, challenges, and rewards. The capability for participants to upload videos or text to confirm knowledge or record achievements is paramount. - Development of a dual-tier leaderboard tracking individual and team standings. Participating teams are grouped within an organizational hierarchy, and the leaderboard should reflect this. - Designing a ranking system ...
I'm on the prowl for a sales specialist, ideally one with rich experience in marketing online courses and a deep understanding of the finance industry. Your mission: - Drive the Sales of my finance industry-focused courses online Desired skills and experience: - Proven track record in selling online courses - Comprehensive understanding of the finance industry - Ability to develop and implement efficient sales strategies - Exceptional skills in prospecting clients and managing relationships - Track record of achieving sales targets in previous roles Join me, and let's take these high-quality finance courses to the students who need them!
I am on the hunt for a dedicated full-time freelancer who is an expert in the field of Stock Market advisory and is naturals at team management. Responsibilities of this role will include: - Stock market advisory - Team working and handling - Management related tasks The ideal candidate will have: - A background in the financial sector - Expertise in stock market advisory - Experience in team management - Excellent communication and organizational skills Despite there being no set deadline, I would like to move fast with this recruiter and get started as soon as possible. Remember, I am not looking just for any advisor, I am looking for a leader - someone who will take charge, execute decisions, and drive the team toward success. If you are up to the challenge and believe you fulfil ...
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