Financial Service Sales Associate

RESPONSIBILITIES

Advisor/Agent Acquisition & Enablement:
Accountable for recruiting new advisors/agents, delivering comprehensive orientation and training programs, and nurturing a performance-oriented team culture to drive swift organizational progress. Compliance with established procedures and quality standards is essential.

On-Ground Engagement:

• Source and onboard part-time individuals to operate as advisors/agents.

• Organize client interactions and perform in-person assessments.

Team Oversight & Mentorship:

• Lead and support team members in identifying leads via social media, word-of-mouth, networking, and professional affiliations. Aid them in transforming prospects into clients through direct interaction.

• Stimulate business development through coordinated group activities.

• Ensure clients are provided with customized financial planning aligned with their specific goals and aspirations.

REWARD STRUCTURE:

• Incentives for growing the advisor/agent network through successful recruitment.

• Awards and compensation for acquiring new clients and closing transactions.

ELIGIBILITY CRITERIA:

• Educational Requirement: Bachelor’s degree with a minimum of one year’s experience in sales or a related domain.

• Willingness to engage in direct, in-person client communications within the designated locality.

BENEFITS & PERKS:

• Practical experience with continuous professional development and training.

• Comprehensive benefits package including Provident Fund (PF), gratuity, Leave Travel Concession (LTC), travel reimbursements, medical insurance, and additional allowances.

• Potential for up to two promotions within the first 12 months.

• Attractive, performance-based incentives on both individual and team performance.

• It is a Full Time Field Sales job for candidates with 2 - 5 years 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 Graduate and above and above with 2 - 5 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹25000 - ₹28000 per month that depends on your interview. It's a Full Time job in Kolkata.
3. How many working days are there for this Financial Service Sales Associate job?
   Ans: This Financial Service Sales Associate job will have 6 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., XPERTEEZ TECHNOLOGY.
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 60 Financial Service Sales Associate at XPERTEEZ TECHNOLOGY
7. Who can apply for this job?
   Ans: Both Male and 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.