Attention: Experienced Financial Services Consultants
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Are you a professional financial services consultant who enjoys helping clients review their portfolios and identifying gaps to provide best recommendations?
We are a financial services agency offering holistic financial planning for clients, specializing in protection coverage and investment policies. I’m looking for a team or individual who can:
1. Research and Identify relevant target markets to generate lists/databases of prospects
2. Design and execute marketing campaigns to generate qualified leads
3. Converse with interested prospects to set appointments
4. Review clients’ financial portfolios holistically to identify gaps and make appropriate recommendations
5. Close cases and provide after-sales service
6. Achieve sales targets
You enjoy helping clients make prudent financial decisions with their portfolios and are driven to exceed sales targets. Must be fluent in English, preferably as their native tongue as all of our prospects are based in the States. Must have a good understanding of the sales process and a few years experience in sales is required.
To apply please: 1. Provide a few examples of your work 2. Let me know what your expectations would be in terms of commission/hourly rate.
Also, so I know that you’ve read and understood this job post, please start off your response with how many years you’ve been doing this for.
Über das Projekt
24 Freelancer bieten im Durchschnitt $408 für diesen Job
I have a clear idea of what you are looking for. The work will be done according to your instructions and expectations. I am willing to share my previous work with you.