Vacancy Description
Recommend certain services such as life insurance, retirement income, investments, and long-term care insurance.Build relationships with clients and communities.Provide solutions for short and long-term financial goals.Help clients achieve financial security.Present products and services via a presentation or slideshow.Determine clients' financial needs and areas of improvement.Determine security risks.Develop prospects from current commercial customers, referral leads, and sales and trade meetings.Negotiate sales agreements and contracts.Take payments.Prepare forms or agreements.Sell trusts, investments, and check processing services.
Experience
1 - 3 Years
No. of Openings
10
Education
Vocational Course, Advanced/Higher Diploma, Professional Degree, B.B.A, B.Com, Post Graduate Diploma, M.A, M.B.A/PGDM, M.Com
Role
Finance Sales Executive
Industry Type
...
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