What are the responsibilities and job description for the Financial Services Professional position at Alchemy Financial Group?
About Our Financial Services Position
We are looking for a highly motivated Financial Services Professional to contribute to our team's success by acquiring new clients and developing strong relationships. As a key member of our team, you will focus on identifying customer needs, creating tailored sales strategies, and upholding our company's reputation.
Job Description:
- Develop and execute financial services plans to meet business targets
- Establish and maintain effective relationships with customers to understand their needs and preferences
- Produce regular reports for management to track progress and identify areas for improvement
- Respond promptly to customer inquiries, resolve issues efficiently, and manage financial services claims
- Stay current with our services and policies to ensure compliance
Qualifications:
- Proven experience in sales or a related field
- Strong understanding of financial services and products
- Proficiency in computer software and technology
- Excellent communication and interpersonal skills
- Motivational and persuasive abilities to build strong customer relationships
- Bachelor's degree in Marketing or a related field (high school diploma may be sufficient for experienced candidates)
The ideal candidate will have exceptional communication skills, a thorough understanding of financial services, and the ability to work effectively in a fast-paced environment. Estimated annual salary: $60,000 - $80,000.
Salary : $60,000 - $80,000
