What are the responsibilities and job description for the Sales Associate position at Rk Financial Services,inc?
Welcome to RK Financial Services, Inc., a company rooted in the vibrant community of Plymouth Meeting, Pennsylvania. With a commitment to excellence, we invite passionate individuals to join our dynamic team as a Sales Associate. Our non-remote, immersive work environment offers a unique opportunity to engage directly with clients and colleagues, fostering professional growth and community connection. As a Sales Associate, you will be at the forefront of delivering top-notch financial advisory services. Your role is pivotal in understanding client needs, providing insightful advice, and driving our mission forward. We believe in nurturing talent and celebrating achievements, offering an inviting atmosphere where your contributions are valued and recognized. If you are enthusiastic about helping individuals achieve their financial goals and thrive in a collaborative setting, RK Financial Services, Inc. is your ideal next step. Step into a future where your efforts make a profound impact!
Benefits
Annual Base Salary Commission Bonus Opportunities
Paid Time Off (PTO)
Retirement Plan
Career Growth Opportunities
Evenings Off
Mon-Fri Schedule
Responsibilities
Client Engagement : Actively engage with clients to understand their financial goals and provide tailored advice.
Sales Initiatives : Drive sales efforts by promoting financial products and services to meet and exceed targets.
Consultation : Offer expert consultation to clients, explaining financial options and strategies in an easy-to-understand manner.
Relationship Management : Build and maintain strong, lasting relationships with clients to ensure their satisfaction and loyalty.
Market Awareness : Stay updated on financial product offerings and market trends to provide clients with the most relevant information.
Collaboration : Work collaboratively with the team to develop innovative sales strategies and achieve business objectives.
Requirement
Educational Background : A bachelor's degree in finance, business, or a related field is highly regarded.
Experience : Previous experience in financial sales or personal finance advisory roles is preferred.
Communication Skills : Outstanding verbal and written communication skills needed for effective client interaction.
Customer Service : Strong commitment to delivering exceptional client service and fulfilling client needs.
Personal Skills : Demonstrated ability to build relationships and maintain client trust.
Adaptability : Ability to thrive in a fast-paced sales environment, embracing new challenges enthusiastically.
Team-Oriented : Willingness to collaborate with colleagues to achieve team goals and enhance client satisfaction.
Technology : Proficiency with financial software and CRM systems to manage client information efficiently.
Salary : $70,000
