Overview:

We are seeking a skilled Financial Services Sales Representative to join our team. The ideal candidate will have expertise in financial planning, customer relationship management, and asset management.

Requirements:

- Knowledge of public accounting principles and practices

- Strong understanding of sales techniques in a financial setting

- Excellent customer relationship management skills

- Ability to work independently and as part of a team

Responsibilities:

- Manage financial sales activities and client portfolios

- Provide wealth management advice and services

- Handle investment management for clients

- Conduct asset management and financial planning

- Maintain accurate records of financial transactions

- Collaborate with teams to deliver exceptional customer service

This sales position offers competitive compensation and opportunities for professional growth. If you possess the required skills and are looking to excel in the financial sector, we encourage you to apply for this exciting opportunity.