Investment Associate

Description:

The ideal candidate will thrive in financial sales and relationship management for a variety of investment products. The main goal is to contribute to the company's growth by attracting customers and expanding the business globally

Responsibilities:

• Contact potential clients/leads to help close sales
• Sit face-to-face meetings with current and potential clients
• Address inquiries about Money Magnet’s product offering
• Pose relevant questions to comprehend customer needs and transform general leads into potential opportunities
• Be proficient in LinkedIn as a sales tool including a sales navigator
• Maintain detailed records of calls and sales, noting valuable information for customer profiling
• Go above and beyond to meet sales quotas and facilitate future sales

Qualifications/Requirements:

• Demonstrated experience in financial product sales (mandatory 2- 4 years)

• Familiarity with financial markets and the ability to learn quickly

• Proven track record of meeting sales quotas

• Proficiency in MS Office and telephone systems

• Excellent proficiency in English

• Exceptional communication and interpersonal skills

• Ability to stay composed and handle rejection

• Outstanding negotiation skills to resolve issues and address complaints