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Job Description

Financial  Representative Responsibilities:

  • Scheduling meetings with clients to discuss their financial needs and goals.
  • Collecting pertinent client information to provide investment options that align with clients' financial situations.
  • Monitoring market conditions to determine how various changes may impact taxes and client investments.
  • Advising clients on how to apply for mortgages and loans.
  • Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
  • Cold-calling potential clients to inform them of the various financial products and services on offer.
  • Suggesting viable solutions to improve clients' financial statuses.
  • Developing in-depth knowledge of our financial products to advise clients accordingly.

Job Details

Total Positions:
1 Post
Job Shift:
First Shift (Day)
Job Type:
Job Location:
Gender:
No Preference
Minimum Education:
Bachelors
Degree Title:
Finance
Career Level:
Experienced Professional
Experience:
Less than 1 Year - 2 Years
Apply Before:
Jan 19, 2021
Posting Date:
Dec 19, 2020
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RED SIGNAL

Information Technology · 51-100 employees - Lahore

Interested in working for a growing technology company with lots of energy and excitement? RED SIGNAL offers talented and motivated people the opportunity to work on the most cutting edge technologies in a dynamic working environment. Our friendly, progressive working environment is based on respect ...Read More