Financial Associate

Role Description

• Assist clients in understanding and selecting financial products that meet their needs.
• Build and maintain strong relationships with clients to ensure satisfaction and retention.
• Conduct market research to identify potential clients and new sales opportunities.
• Prepare and deliver presentations to clients on financial services and products.
• Collaborate with team members to achieve sales targets and improve service delivery.

Qualification

• Strong interpersonal and communication skills.
• Knowledge of financial products and services.
• Ability to work independently and as part of a team.
• Proven sales experience or a background in finance is a plus.