The Field Sales Representative is responsible for meeting sales targets for financial products and services within their assigned district or location in coordination with the broader Consumer Sales team
Job Summary
The Field Sales Representative is responsible for meeting sales targets for financial products and services within their assigned district or location in coordination with the broader Consumer Sales team.
Responsibilities include servicing existing accounts, establishing new accounts, proactively approaching clients to understand their needs, and identifying cross-selling opportunities.
The role requires appropriate risk assessment and compliance with applicable laws, policies, and ethical standards to safeguard the firm, its clients, and assets.
Matching Summary
The Field Sales Representative is responsible for meeting sales targets for financial products and services within their assigned district or location in coordination with the broader Consumer Sales team.
Skills & Requirements
Must-have
Sales target achievement
Client relationship building
Telemarketing and telephone service skills
Basic to intermediate Office package knowledge
Risk assessment and compliance adherence
Cross-selling financial products
Nice-to-have
Problem solving
Assertive and persuasive communication
Adaptation to change
Customer orientation
Self-management
Influencing and relationship management skills
Key Requirements
Minimum 2 years sales experience
Experience in telemarketing and client retention
High School diploma or equivalent
Knowledge of retirement funds or investments preferred