Overview
KRD Financial Ltd. specializes in providing professional services designed to protect your family in times of need. Our goal is to assist you in achieving your financial goals, both in the short and long term. We focus on delivering tailored solutions that offer peace of mind and financial security. Our dedicated team works diligently to support our clients every step of the way.
Role Description
This is a full-time on-site role located in Motherwell for a Sales Associate. The Sales Associate will be responsible for engaging with potential clients, understanding their financial needs, and recommending appropriate products and services. Daily tasks include making sales calls, conducting client meetings, preparing financial plans, and maintaining a comprehensive understanding of our product offerings. The Sales Associate will also be expected to provide exceptional customer service and build lasting relationships with clients.
Responsibilities
* Engage with potential clients, understand their financial needs, and recommend appropriate products and services.
* Conduct client meetings and prepare financial plans.
* Maintain a comprehensive understanding of product offerings and provide excellent customer service.
* Build and maintain lasting client relationships.
Qualifications
* Excellent communication and interpersonal skills
* Strong sales and negotiation skills
* Ability to conduct client meetings and prepare financial plans
* Experience in financial services or related industry is beneficial
* Capacity to understand and effectively communicate product offerings
* Proven ability to build and maintain client relationships
* High level of organizational skills and attention to detail
* Self-motivated with a results-driven approach
* Bachelor's degree in Business, Finance, or a related field is advantageous
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Sales and Business Development
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