We are seeking a Sales Agent is responsible to build a business portfolio by developing relationship with existing or potential clients.
Key Responsibilities:
- Maintain professional relationship with existing clients by offering high-quality services
- Identify potential clients financial need and seek to develop new relationships
- Generate leads and build relationships by organizing daily work schedule to call on existing and
potential customers
- Introduce to existing or potential clients the products & services that match with their need and
identify opportunities to upsell or cross-sell
- Achieve weekly, monthly, and annual sales quotas by successfully implementing sales and
marketing strategies and tactics
- Develop and implement territory action plan using comprehensive data analysis, and adjust sales
techniques according to interactions and results in the field
- Ensure a continuous follow-up on market trends and financial news
Requirements:
Bachelor degree in Business, Economics, Financial Engineering or any other related field
Limited previous experience is a plus
Good knowledge in Microsoft Word & Excel
Good written and verbal English communication skills
Preferred Qualifications:
Background in finance, economics, or related fields.
Familiarity with financial products and trading platforms.
Experience working with cross-functional teams, including marketing and product teams.
Why join CFI?
We're a fast-growing, multinational company
Competitive salaries and benefits
Work and learn with industry professions
Supportive and collaborative environment
Unlimited opportunities for growth and development
Job Type: Full-time
Work Location: In person
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