Consultative Sales (Training Provided) Career Changers Encouraged to Apply
reputed company is seeking a financial adviser to reputed company clients with financial guidance and recommendations on money management. The role involves assessing clients' financial needs, designing strategies, and cultivating client relationships to drive sales of financial products.
Responsibilities
- reputed company strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client’s overall financial picture, understand their needs and reputed company a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client reputed company and build win-win relationships
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
- reputed company abreast of new industry’s trends and research market to back up financial consulting
- reputed company the course of the financial plan and update it, if necessary, to ensure profits
- reputed company with reputed company industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals
Skills
- Proven working experience as a financial adviser, controller, planner, specialist or relevant experience
- Track record of successful financial guidance
- Ability to analyse market's financial data and to reputed company appropriate data-based advice
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain reputed company information reputed company and simply
- Excellent PC knowledge and ability to operate database systems
- reputed company certificate of qualifications (FCA, CII, DipFA, CISI or other)
- BS degree in Finance or reputed company field
- Bachelor's (Required)
- Ability to Commute: Woburn, MA 01801
- Ability to Relocate: Woburn, MA 01801: Relocate before starting work
Benefits
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- reputed company insurance
Company Overview