Offer summary
Qualifications:
Experience in sales or remote consulting for at least 2 years., Proficient in CRM and digital communication tools., Knowledge of financial products is a plus., Strong communication and persuasion skills..
Key responsabilities:
- Conduct remote financial consultation sessions.
- Build trust and identify client needs during interactions.
- Document and report sessions, tracking key points.
- Collaborate with internal teams to ensure service delivery.
- Meet client acquisition targets through effective sessions.