Financial Sales Consultant
Stone Bridge Agency · Liban
Description du poste
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
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Stone Bridge Agency
Liban