Financial Professional

We are seeking a Financial Professional to join our team. The ideal candidate will have a strong background in sales, excellent communication skills, and the ability to analyze financial information to provide clients with sound advice.

Responsibilities

- Engage in retail sales and telemarketing activities to promote financial products and services

- Utilize bilingual skills to cater to a diverse client base

- Adhere to HIPAA regulations when handling sensitive client information

- Negotiate and finalize sales agreements with clients

- Administer sales processes efficiently

- Analyze financial data to provide tailored recommendations to clients

- Communicate effectively with clients to address their financial needs

- Conduct insurance, retirement, sales solutions

-Conduct Holistic Financial solutions for clients

Skills

- Proficiency in retail sales techniques

- Experience in telemarketing is a plus

- Bilingual proficiency preferred

- Strong negotiation skills

- Sales administration expertise

- Ability to analyze financial data effectively

- Excellent communication skills for client interactions

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Tuition reimbursement
• Vision insurance

Education:

• Bachelor's (Preferred)

Experience:

• Sales: 5 years (Preferred)

Ability to Commute:

• Edinburg, TX 78539 (Required)

Work Location: Hybrid remote in Edinburg, TX 78539