Field Sales Specialist

As a valuable member of our team, your primary responsibilities will include building and managing a High Net Worth Individual (HNI) Client Database for outreach and lead generation. You will also be responsible for organizing Financial Fitness Sessions with our FinFit experts and scheduling One-on-One Meetings with doctors and other professionals for FinFit discussions. Additionally, your role will involve partnering with various Associations for webinars, events, and collaborations, as well as collaborating with Top Hospitals (100+ beds) and other Commercial Associations to promote financial wellness. Furthermore, you will have the opportunity to host Webinars & Events to educate our clients on financial planning and attend & organize Focused Events to spread financial awareness. To excel in this role, no prior financial knowledge is required; however, you should be willing to learn and grow your skill sets. Other essential skills include stellar communication and people skills, being energetic and confident in meeting new professionals, self-driven and able to work independently, willingness to travel for meetings and events, being a quick learner with a positive attitude, and being organized and proficient at managing multiple tasks. If you are passionate about promoting financial wellness and possess the desired skills and qualities, we look forward to welcoming you to our team.,