Financial Sales is the art of selling financial products successfully by understanding the clients’ needs and selling them the right products that suit their needs and/or situation. Financial sales is a specialized area of marketing which requires a confident and knowledgeable practitioner. A financial salesperson must have deep understanding of the financial industry, be familiar with financial markets and have in-depth knowledge of different financial products such as insurance, bonds, stocks, mutual funds, ETFs, commodities and derivatives etc. A financial salesperson can help to analyze, identify and recommend suitable and appropriate investments and services to their clients thereby ensuring that the desired financial goals will be met.

Financial sales is a complex yet rewarding occupation that requires strong interpersonal, communication and marketing skills in addition to product knowledge. Having an expert Financial Salesperson on board can impose significant value in company’s growth strategy as

they provide creative solutions for clients/investors for their long-term gain. Having an experienced Financial Salesperson in your team can help you achieve higher levels of success in terms of finding new clients, closing more deals, retaining existing customers, increasing market opportunities and understanding trends of consumer buying behaviour with respect to the available options in the market.

Here’s some projects that our expert Financial Salesperson made real:

  • Gaining new insights on consumer behaviour within the Financial Services industry
  • Generating detailed financial analysis documents to determine areas of priority investment
  • Developing a scalale digital marketing strategy utilizing various data sources
  • Making lengthy presentations to potential investors
  • Selling corporate bonds and structured investment products
  • Optimising revenue through market intelligence analysis
  • Providing support on ongoing projects concerning performance monitoring and reporting

Our expert Financial Salespeople can help you make your visions into reality. With proven expertise in marketing strategies to help drive sales, a reliable infrastructure for customer service delivery, as well as comprehensive understanding of how different markets operate – choosing an experienced Financial Salesperson is a wise decision for making ROI stronger for your business. If you want to accomplish your goals faster with high quality results - post a project on to find the perfect Financial Sales person or team who are ready to assist you!

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    Accountant -New York - Tax planning , filing taxes 5 дней(-я) left

    I have an ecommerce business in the state of NY and I am looking to hire an accountant for the following things: 1. estimated payments made quarterly 2. tax planning. I want to invest profits from ecommerce business into real estate short term rentals to reduce my tax liability close to zero. 3. Quarterly bookkeeping 4. Filing taxes - personal and business 5. Sales tax filing for multiple states ( 13 of them) Thank you! Accounting firm must be from New York!

    $50 / hr (Avg Bid)
    $50 / hr Ср. заявка
    3 заявок(-ки)

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