Senior Financial Services Specialist

The Financial Services Specialist is responsible for driving revenue growth by identifying, developing, and maintaining relationships with clients and prospects.

Job Summary

This role requires a deep understanding of financial products and services, as well as the ability to effectively communicate their benefits to potential customers. The Financial Services Specialist will work closely with clients to assess their financial needs, provide tailored solutions, and ensure a high level of customer satisfaction. The ideal candidate will possess strong sales acumen, excellent interpersonal skills, and a proactive approach to achieving sales targets.

Job Duties and Responsibilities

• Develop and maintain relationships with new and existing clients to understand their financial needs and provide appropriate solutions.

• Implement effective sales strategies to achieve individual and team sales targets, including prospecting, cold calling, and networking.

• Maintain a comprehensive understanding of the company’s financial products and services, including investment options, loans, insurance, and retirement plans.

• Conduct needs assessments and financial analysis for clients to recommend suitable products and services that align with their goals.

• Stay informed about industry trends, market conditions, and competitor offerings to identify opportunities for growth and improvement.

• Prepare and deliver compelling sales presentations and proposals to clients, highlighting the value and benefits of the company’s offerings.

• Work closely with internal teams, including marketing, compliance, and customer service, to ensure a seamless client experience and adherence to regulatory requirements.

• Track and report on sales activities, pipeline status, and performance metrics to management, providing insights and recommendations for improvement.

• Address client inquiries and concerns promptly, ensuring a high level of customer satisfaction and fostering long-term relationships.

Qualifications:

• Bachelor’s degree in Finance, Business Administration, Marketing, or a related field.
• Proven experience in sales, preferably within the financial services industry.
• Strong understanding of financial products and services, including investment vehicles, loans, and insurance.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to build rapport and trust with clients and stakeholders.
• Strong analytical and problem-solving skills.
• Results-oriented with a track record of meeting or exceeding sales targets.

Working Conditions

• This position may require travel to meet clients and attend industry events.
• Flexible working hours may be necessary to accommodate client schedules.