Field Sales Representative

Sales Executive – Trading & Investment

Location:  Remote
Job Type: Full-Time
Experience Level: 2+ Years Preferred
Salary:  Salary + Performance Incentives

Job Overview

We are seeking a motivated and target-driven Sales Executive with experience in trading and investment services. The ideal candidate should have strong knowledge of financial markets, trading products, and investment solutions, along with proven sales ability to acquire and manage clients.

This role requires excellent communication skills, financial market understanding, and the ability to convert leads into long-term clients.

Key Responsibilities

·       Generate and convert leads for trading and investment products

·       Promote financial services including equities, commodities, mutual funds, or other investment products

·       Build and maintain strong client relationships

·       Understand client financial goals and recommend suitable investment solutions

·       Achieve monthly and quarterly sales targets

·       Provide market updates and trading insights to clients

·       Follow up with potential clients and maintain a strong sales   pipeline

·       Maintain compliance with company and financial regulations

·       Prepare sales reports and performance updates

Required Skills & Qualifications

·       2+ years of experience in trading, investment advisory, or financial sales

·       Strong knowledge of financial markets and trading platforms

·       Understanding of equities, commodities, or other investment instruments

·       Proven track record of meeting or exceeding sales targets

·       Strong negotiation and closing skills

·       Excellent communication and presentation skills

·       Ability to build trust with clients

Preferred Qualifications

·       Any Bachelors / Master’s Degree

·       Experience in brokerage firms or investment companies

·       Existing client base is a plus

·       Strong analytical and market research skills

Key Performance Indicators (KPIs)

·       Monthly sales revenue

·       Client acquisition numbers

·       Client retention rate

• It is a Both Field Sales job for candidates with 1 - 5 years of experience.