Financial Service Sales Associate

Job Summary

The Financial Sales Executive is a dynamic and results-driven professional responsible for generating new business, managing client relationships, and promoting the company's financial products and services. This role requires a strong understanding of financial markets, excellent communication skills, and a proven track record in consultative selling. The ideal candidate will be highly motivated, client-focused, and possess the integrity required to uphold the highest standards of the financial industry.

Key Responsibilities

Sales and Business Development

• Identify, prospect, and secure new clients, including individuals, small businesses, and corporations, through cold calling, networking, referrals, and strategic campaigns.

• Conduct thorough financial needs assessments and analysis to understand client objectives, risk tolerance, and current financial situations.

• Present and sell suitable financial products and services, which may include [Specify products, e.g., investment accounts, retirement plans, insurance products, loans, asset management services, etc.].

• Meet and exceed individual and team sales targets and key performance indicators (KPIs) on a consistent basis.

• Stay up-to-date with industry trends, market conditions, and competitor activities to maintain a competitive edge.

Client Relationship Management

• Build and maintain strong, long-lasting client relationships based on trust and integrity.

• Serve as the primary point of contact for assigned clients, addressing inquiries, resolving issues, and ensuring a high level of client satisfaction.

• Conduct regular client reviews to assess portfolio performance, re-evaluate financial goals, and recommend necessary adjustments or new products.

• Educate clients on product features, risks, and benefits to enable informed decision-making.

Compliance and Reporting

• Ensure all sales activities and client interactions adhere strictly to regulatory requirements, company policies, and industry best practices.

• Maintain accurate and detailed records of all sales activities, client data, and pipeline progress using the company's CRM system.

• Prepare and submit regular sales forecasts, activity reports, and performance summaries to management.

Skills and Competencies

• Exceptional verbal and written communication skills, with the ability to articulate complex financial concepts clearly and persuasively.

• Strong negotiation, presentation, and closing skills.

• High level of financial acumen and understanding of investment principles, insurance, and/or lending products.

• Demonstrated ability to work independently and manage time effectively to prioritize a high-volume pipeline.

• Proficiency in CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite (Word, Excel, PowerPoint).

• Unquestionable ethical standards and a commitment to fiduciary responsibility where applicable.

Working Conditions

• This role may require occasional travel to client locations, industry events, and company meetings.

• Work is primarily performed in an office environment, but flexible or hybrid work arrangements may be available.

• The role involves compensation based on a combination of base salary and commission/bonus structure, rewarding successful sales performance.

• It is a Full Time Field Sales job for candidates with 0 - 6 months of experience.

More about this Financial Service Sales Associate job

1. What is the eligibility criteria to apply for this Financial Service Sales Associate job?
   Ans: The candidate should be 10th Pass and above and above with 0 - 6 months of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹15000 - ₹50000 per month + Incentives that depends on your interview. It's a Full Time job in Hyderabad.
3. How many working days are there for this Financial Service Sales Associate job?
   Ans: This Financial Service Sales Associate job will have 5 working days.
4. Are there any charges applicable while applying or joining this Financial Service Sales Associate job?
   Ans: No, there is no fee applicable for applying this Financial Service Sales Associate job and during the employment with the company, i.e., Shanvika Agencies.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Financial Service Sales Associate role?
   Ans: There is an immediate opening of 2 Financial Service Sales Associate at Shanvika Agencies
7. Who can apply for this job?
   Ans: Only Female candidates can apply for this Field Sales job.
8. What are the timings of this Financial Service Sales Associate job?
   Ans: This Financial Service Sales Associate job has 09:00 AM - 06:00 PM timing.