Work From Home Entry Level Financial Rep

Responsibilities

- **Entry-Level Accepted**: We provide full training.

- **Customer Service Skills**: Effective communication is key to success.

- **Daily Tasks**: Schedule appointments, meet with clients, and manage your customer base.

Duties

- **Develop Plans**: Create and calculate suitable plans based on clients' needs.

- **Expand Business Reach**: Use networking techniques to grow business.

- **Compliance**: Adhere to industry standards and regulations.

- **Track Improvement**: Identify and address areas needing improvement.

Who You Are

- **Learning Ability**: Quickly understand products and services.

- **Lead Generation**: Identify potential customers and convert leads.

- **Customer Interaction**: Contact customers to discuss needs and emphasize product benefits.

- **Sales Negotiation**: Negotiate prices and terms, prepare sales agreements.

- **Relationship Management**: Maintain contact lists and follow up to build lasting relationships.