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Remote Sales Advisor at Deutsch Financial Group

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 
Indiana (USA), Michigan (USA), Ohio (USA), United States

Offer summary

Qualifications:

Experience in financial consulting, Excellent communication and negotiation skills, Proficient in database systems, Detail-oriented with data explanation abilities, Must be 18+ and legally authorized to work in the U.S..

Key responsabilities:

  • Provide financial consulting services to customers
  • Design strategies and close sales
  • Develop client base and maintain relationships
  • Research market opportunities and industry trends
  • Ensure compliance with industry regulations
Deutsch Financial Group logo
Deutsch Financial Group Insurance Scaleup https://www.DeutschFinancialGroup.com/
51 - 200 Employees
See more Deutsch Financial Group offers

Job description

The Financial Sales Consultant position

We seek an experienced Financial Sales Consultant to act as an intermediary between our carriers and customers. Your duties will include providing customers with financial consulting services and helping them use their money efficiently.

We expect you to be able to research the marketplace on available products and services, identify customers' needs, design financial strategies, and close sales.

Financial Sales Consultant responsibilities are:
  • Guide profitable and secure financial solutions to customers.
  • Strategic consulting on financial products and services such as cash and debt management, investments, insurance coverage, and so on
  • Explore clients' financial situations, investigate their needs, and suggest solid financial plans.
  • Build client base and maintain win-win relationships.
  • To meet sales goals, explore and generate leads, and research opportunities for mutual funds, stocks, bonds, etc.
  • Stay informed about trends and updates of an industry niche.
  • Review financial plans and optimize them to ensure profits.
  • Ensure compliance with all industry rules and regulations.
  • Interact with providers, solicitors, valuers, and other professionals.

Financial Sales Consultant requirements are:
  • Must have a U.S.-based physical address
  • Must be at least 18 and legally authorized to work in the U.S.
  • Significant experience with PCs, particularly with database systems operating
  • Excellent communication, negotiation, and presentation skills
  • Accuracy, close attention to detail, and the ability to provide detailed and plain explanations of complex data

This is a 1099 commission-only job plus bonuses, residuals, overrides, and other merit-based incentives. Results will vary

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Relationship Management
  • Customer Service
  • Detail Oriented
  • Verbal Communication Skills

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