Financial Sales Jobs

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!

From 4,575 reviews, clients rate our Financial Salespeople 4.88 out of 5 stars.
Hire Financial Salespeople


My recent searches
Filter by:
    Job State
    1 jobs found, pricing in USD

    I will pay you per lead, I need someone who has experience and can show past experience. My service is called CFO services and here is the website I will hire you if you could convince me that you can do the job, how and past experience is a plus point. Key Responsibilities: - Efficiently and effectively setting appointments for consultations - Ensuring the appointments are scheduled on Google Calendar or Calendy - Coordinating with me to make sure my schedule is optimized Ideal Skills and Experience: - Previous experience with appointment setting - Familiarity with Google Calendar or Calendy - Excellent communication skills - Punctuality and time-management skills - Proficiency in remote communication technologies, particularly for video calls. If you didn't read the descr...

    $17 (Avg Bid)
    $17 Avg Bid
    11 bids

    Recommended Articles Just for You

    Effective social media marketing is crucial your brand. Learn how to hire a social media expert to bring you maximum results for minimum investment
    10 MIN READ
    A guide to hiring and working with a freelance Facebook Marketing Specialist to boost your business online.
    16 MIN READ
    Learn how to find and work with a freelance Market Analyst to get valuable market insights.
    16 MIN READ