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  • Beato Services LLC
    Financial consultant
    Financial consultant
    20 days ago
    Part-time
    Manhattan, New York

    Job Overview We are seeking a knowledgeable and motivated Financial Consultant to join our dynamic team. In this role, you will provide expert financial advice and guidance to clients, helping them achieve their financial goals through effective investment strategies and wealth management solutions. The ideal candidate will possess a strong understanding of financial concepts and demonstrate exceptional analytical skills. Duties Conduct comprehensive financial analysis to assess clients' current financial status and future needs. Develop personalized investment management strategies tailored to individual client goals. Provide insights on asset management, ensuring clients are informed about their investment options. Utilize financial software to create reports and track client portfolios effectively. Stay updated on market trends and economic conditions to offer informed advice. Collaborate with clients to understand their financial objectives and educate them on various financial products. Perform research on investment opportunities and corporate accounting practices to enhance client offerings. Maintain strong relationships with clients through regular communication and follow-ups. Requirements Proven experience in sales, preferably within the financial services industry. Strong background in investment management, wealth management, or asset management. Proficiency in financial analysis and technical accounting principles. Familiarity with various financial software tools for reporting and analysis. Excellent research skills with the ability to interpret complex financial data. Strong interpersonal skills with a focus on building lasting client relationships. Ability to communicate complex financial concepts in a clear and concise manner. A degree in finance, accounting, or a related field is preferred but not mandatory. Join us as we help our clients navigate their financial journeys with confidence! Job Types: Full-time, Part-time Pay: Commission Based Work Location: Remote

    No experience
    Easy apply
  • Barker Consulting
    Sales Representative Customer Service- Entry Level
    Sales Representative Customer Service- Entry Level
    1 month ago
    $50000–$60000 yearly
    Full-time
    Manhattan, New York

    Qualifications Therefore, NO EXPERIENCE NECESSARY and everyone will go through FULL TRAINING with all tools provided! Benefits We provide competitive pay and all openings are entry-level Advancement and compensation are based on performance Responsibilities This is a sales role that focuses on customer acquisition and ensuring our current business customers have the right products and services Sales Rep will travel within sales territory to meet prospects and customers Sales Rep will conduct face-to-face meetings with business customers daily Sales Rep will build and maintain relationships with new and repeat business customers Sales Rep will work on building a great relationship and support for future prospects and potential future sales Daily training zoom calls Sales system for prospecting new sales Make sales presentations to business owners Effectively explain the details and benefits of our telecom plans and pricing to business customers Maintain current client relationships Complete weekly sales review Job description Barker Consulting is a competitive sales & marketing firm located in the heart of NYC. Our company is currently seeking competitive sales representatives to join our NYC sales team. This is a sales role that focuses on customer acquisition and ensuring our current business customers have the right products and services. Sales Representative Job Responsibilities: • Sales Rep will travel within sales territory to meet prospects and customers., • Sales Rep will conduct face-to-face meetings with business customers daily., • Sales Rep will build and maintain relationships with new and repeat business customers., • Daily training zoom calls, • Sales system for prospecting new sales, • Make sales presentations to business owners, • Effectively explain the details and benefits of our telecom plans and pricing to business customers, • Maintain current client relationships

    Immediate start!
    No experience
    Easy apply