Commission Sales Associate

Company Description

Investify Wealth Tech is an Indian Financial Planning and Wealth Management company known for its customer-centric approach in a competitive marketplace.With over 6 years of experience, we have assisted numerous clients in achieving their financial goals. Our network consists of many financial experts, each specializing in different domains to provide a personalized approach. We believe in the power of proper resource allocation and specialty services to deliver exceptional value. Products and services are available through Investify Wealth Tech Ltd.

Role Description

This is a full-time remote role for a Commission Sales Associate at Investify Wealth Tech. The Commission Sales Associate will be responsible for generating new sales leads, identifying client needs, recommending financial products, and closing sales. Daily tasks include maintaining client relationships, providing ongoing support, and staying updated on financial product offerings. The role demands high levels of self-motivation and the ability to work independently.

Qualifications

• Sales skills with a focus on generating and closing leads
• Client relationship management and customer service skills
• Knowledge of financial products and investment strategies
• Excellent communication and negotiation skills
• Ability to work independently and manage time effectively
• Relevant experience in financial services or a related field
• Bachelor's degree in Finance, Business, or a related field is preferred