Financial Sales Consultant (B2C ONLY)

Overview

We are seeking a dynamic and results-driven Financial Sales Consultant (B2C) to join our team. The successful candidate will be responsible for engaging retail customers, presenting tailored financial and investment opportunities, and fostering long-term client relationships. This role is ideal for a professional with a proven track record in B2C sales and client engagement, preferably within financial services, fintech, or real estate.

Key Responsibilities :

• Identify, engage, and build relationships with prospective retail clients.
• Present & educate financial and investment opportunities clearly, effectively, and professionally.
• Maintain accurate records of client interactions, sales activities, and follow-ups.
• Collaborate with marketing and operations teams to support lead generation and client outreach initiatives.
• Stay up to date with financial markets, investment trends, and related developments to remain informed about new opportunities.
• Contribute to expanding the client base while upholding high professional and ethical standards.

Qualifications :

Seniority level

Employment type

Job function

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