Sales And Service Consultant

About the role

We are seeking a results‑driven Sales and Service Consultant to join our financial services team. You will identify prospective clients, assess their financial needs, and recommend tailored products such as insurance, investments, or wealth‑management solutions.

Key responsibilities

• Prospect, network, and generate high‑quality leads to build a robust client pipeline.
• Conduct comprehensive assessments of clients’ financial situations, goals, and risk tolerance.
• Present and sell customized financial solutions (e.g., life insurance, mutual funds, retirement plans, savings schemes).
• Maintain continuous contact with existing clients, providing regular portfolio reviews and cross‑selling new products.
• Stay up to date with market trends, economic changes, and regulatory requirements to provide accurate advice.
• Meet or exceed monthly and quarterly sales targets set by management.

Required profile

• Bachelor’s degree in finance, economics, business administration, or a related field.
• Proven track record (1‑3+ years) as a Financial Advisor, Sales Consultant, or similar role in banking, insurance, or wealth management.
• Professional certifications (e.g., CFA, CFP, or local financial/insurance licenses) are a plus.

Required skills

What we offer

• Competitive base salary with an uncapped commission structure.
• Continuous professional training and career advancement opportunities.
• Comprehensive health and life insurance benefits.