To excel in this role, you'll need to develop a deep understanding of our customers needs and preferences. You'll work closely with our product teams to stay up-to-date on our latest offerings and identify opportunities to cross-sell and upsell. By building strong relationships with our customers and providing tailored solutions, you'll drive sales growth and help us achieve our business objectives.
What you do
- Manage a portfolio of clients and develop strategies to grow sales and revenue
- Conduct needs assessments and provide tailored financial solutions to meet customers goals
- Collaborate with product teams to stay up-to-date on new offerings and identify cross-selling opportunities
- Develop and maintain relationships with key decision-makers and influencers
- Analyze sales data and market trends to identify areas for improvement and optimize sales strategies
Who you are
- A degree in a relevant field, such as business or finance
- At least 3 years of sales experience in the financial services industry
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues
- A results-driven approach, with a strong focus on achieving sales targets and growing revenue
- A collaborative mindset, with the ability to work effectively with cross-functional teams
- Strong analytical and problem-solving skills, with the ability to analyze sales data and market trends
