Account Sales ( financial consultant )

Experience:

Proven track record in sales, ideally in the insurance or financial services industry.

Experience in customer relationship management and sales cycle management.

Skills:

Strong communication skills, both written and verbal.

Excellent negotiation and persuasion abilities.

Ability to work independently and as part of a team.

Strong time management and organizational skills to handle multiple clients and tasks efficiently.

Knowledge:

Good understanding of insurance products and services (training will be provided for specific offerings).

Familiarity with sales tools and CRM software.

Knowledge of the regulatory requirements in the insurance industry (if applicable).

Qualifications:

A high school diploma or equivalent is required. A college degree in business, finance, or a related field is a plus.

A valid insurance license (if required by local regulations).

Basic proficiency with Microsoft Office (Word, Excel, PowerPoint) and email communication.

Personal Attributes:

Self-motivated, goal-oriented, and driven to succeed.

Excellent problem-solving abilities and adaptability in dynamic environments.

Strong work ethic and positive attitude.

Ability to build rapport with clients and gain their trust.

Integrity and a high standard of professionalism.

Additional Requirements:

Availability to attend training sessions and seminars as required.

Ability to meet sales quotas and performance goals.

Willingness to travel within the assigned region (if applicable).