Financial Sales Consultant

About the role

Stone Bridge Agency is seeking a motivated Financial Sales Consultant to join its Lebanon office. The role focuses on building client relationships, analysing financial goals, and delivering tailored investment and planning solutions in a fast‑paced, client‑centric environment.

Key responsibilities

• Conduct client consultations to understand financial objectives and risk tolerance.
• Identify and present appropriate investment and retirement planning opportunities.
• Develop and execute customized retirement and financial plans.
• Provide regular updates on financial products, market trends, and portfolio performance.
• Collaborate with team members to achieve client satisfaction and sales targets.

Required profile

• Bachelor’s degree in Finance, Economics, Business or a related field.
• Strong knowledge of financial planning, retirement planning, and investment strategies.
• Analytical thinking and problem‑solving abilities in financial contexts.
• Excellent interpersonal and communication skills for client interaction.
• Relevant certifications (e.g., CFP, CFA, Series 7) are a plus.

Required skills