Portfolio Specialist

You are seeking a highly motivated and skilled Relationship Manager to join the sales team as a Portfolio Specialist. In this role, you will be responsible for making outbound calls to potential customers to promote and sell products or services. The ideal candidate should possess excellent communication skills, a persuasive personality, and a positive attitude. Experience in telesales, the ability to thrive in a fast-paced environment, and comfort in making cold calls are essential for success. Your responsibilities will include building and maintaining strong client relationships to offer tailored financial advice, making cold calls to connect with potential clients, and ensuring high-quality appointments with clients scheduled by the voice and tele calling team. You will manage a group of clients, assist them in reaching financial goals, seek new business opportunities, and stay informed about financial products and market trends to provide optimal advice. Regularly reviewing client portfolios, sharing updates on investments and strategies, adhering to industry rules and company policies, and suggesting additional products or services to current clients when appropriate are also part of your role. To qualify for this position, you should hold a graduate or postgraduate degree in any field, have at least 8 years of experience in wealth management and insurance, possess strong leadership and communication skills, be proficient in Microsoft Excel, demonstrate a track record of meeting sales targets and increasing revenue, and have a good understanding of financial planning and investment strategies.,