What are the responsibilities and job description for the Sales Rep position at Alexander LLC?
Job Summary
As a Financial Representative, you will be responsible for providing financial guidance and support to clients, helping them make informed decisions about their financial futures. This role requires a strong understanding of financial concepts and services, as well as excellent communication and sales skills.
Responsibilities
- Conduct research and analysis to develop financial plans for clients
- Assist clients in understanding and navigating complex financial concepts
- Provide recommendations on investments, retirement planning, and risk management
- Develop and maintain relationships with clients to ensure their financial goals are met
- Stay up-to-date on industry trends, regulations, and best practices
Requirements
- Proficiency in financial software for analysis and reporting
- Experience in sales or customer service roles
- Knowledge of public accounting or corporate accounting principles
- Familiarity with investment management and securities law
- Strong understanding of financial planning strategies
- Excellent communication and interpersonal skills
This position offers a dynamic opportunity to work closely with clients to secure their financial well-being while continuously expanding your knowledge of the financial services industry.
Job Types: Full-time, Contract
Pay: $1,000.00 - $5,000.00 per week
Benefits:
- Retirement plan
Compensation Package:
- Bonus opportunities
- Commission pay
Schedule:
- Day shift
- Evening shift
- Morning shift
Work Location: In person
Salary : $1,000 - $5,000
