Recommend certain services such as life insurance, retirement income, investments, and long-term care insurance.Build relationships with clients and communities.Provide solutions for short and long-term financial goals.Help clients achieve financial security.Present products and services via a presentation or slideshow.Determine clients' financial needs and areas of improvement.Determine security risks.Develop prospects from current commercial customers, referral leads, and sales and trade meetings.Negotiate sales agreements and contracts.Take payments.Prepare forms or agreements.Sell trusts, investments, and check processing services.

Experience

1 - 3 Years

No. of Openings

10

Education

Vocational Course, Advanced/Higher Diploma, Professional Degree, B.B.A, B.Com, Post Graduate Diploma, M.A, M.B.A/PGDM, M.Com

Role

Finance Sales Executive

Industry Type

Call Centre ...