Job Summary
The Team Member, Retail Sales is expected to apply pro-active, methodical, and innovative working practices to identify and develop renewable business opportunities, create, and maintain strong client relationships, market, and sell a range of financial products whilst providing best advice and a quality service
Job Details
Market and sell a range of financial products whilst providing best advice and a quality service.
Execute business development strategies to attract and acquire new clients and manage existing relationships.
Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon.
Advise clients regarding the advantages and disadvantages of different investment strategies.
Perform other duties as assigned by supervisor.
Requirements
Sound knowledge of investment products and markets and ability to apply this knowledge
Experience in retail financial services and a proven track record in a Sales or target driven environment.
Excellent interpersonal and communication skills to effectively uncover and resolve complex customer and employee issues.
Excellent communication skills, common sense, and an empathetic ear
Relationship management skills.
Experience
Minimum of 1-4 years of relevant work experience with a strong track record of sales or business development
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