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Financial Services Professional
1 week ago
We are seeking a skilled Financial Services Professional to join our team. As a key member of our sales team, you will be responsible for providing new and existing clients with professional financial advice, planning, and products that meet their needs and requirements.
- Identify and pursue business opportunities through networking, prospecting, and lead generation.
- Develop and maintain strong client relationships to ensure long-term growth and loyalty.
Key responsibilities include:
- Generating revenue through the sale of financial products.
- Maintaining and servicing clients to ensure excellent customer service.