Great! Here's a job description template for a Sales role in the Finance industry, which you can tailor based on your company and specific needs:
Job Title: Financial Sales Representative
Location: Tilak Nagar , Delhi
About the Role:
We are seeking a driven and customer-focused Financial Sales Representative to join our growing team. In this role, you will identify client needs and provide tailored financial solutions, including investment products, insurance, or lending services. Your ability to build trust and deliver results will play a key role in helping our clients meet their financial goals.
Key Responsibilities:
Develop and maintain relationships with new and existing clients
Understand client financial objectives and recommend appropriate products or services
Meet or exceed sales targets and performance metrics
Educate clients on financial planning, investment options, and risk management
Collaborate with internal teams to ensure smooth onboarding and service delivery
Stay informed on industry trends, market conditions, and regulatory updates
Qualifications:
2+ years of experience in financial sales or a similar role
Strong communication, negotiation, and interpersonal skills
Proven track record of achieving sales targets.