Infinity Recruitment Solutions

Making Connections. Delivering Results.

Financial Sales Consultant

Account ExecutiveSalesFull TimeRemoteSeniorTeam 1-10Company Site LinkedIn

Location

Texas

Posted

1 day ago

Salary

Not specified

Seniority

Senior

English

Job Description

• Develop and manage client accounts by providing tailored financial solutions that meet individual needs. • Conduct market analysis to identify trends and opportunities for clients. • Engage in inside sales activities, including calling warm lead potential clients to generate sales. • Utilize upselling techniques to enhance client portfolios and increase overall satisfaction. • Analyze financial data to provide informed recommendations and strategies for clients. • Maintain accurate records of client interactions and transactions within the CRM system. • Collaborate with team members to achieve sales targets and improve service delivery.

Job Requirements

Proven experience in account management or a similar role within the financial services industry is preferred.
Strong background in sales with demonstrated success in lead generation and closing deals is a plus.
Familiarity with market trends and the ability to analyze data effectively.
Excellent communication skills, both verbal and written, with a focus on building relationships.
Ability to manage multiple accounts simultaneously while maintaining attention to detail.
Previous experience in cold calling and upselling is a plus.

Benefits

This company is looking for people who will strive to provide exceptional financial consulting services while fostering professional growth within their team!