financial sales consultant

BankByChoice

Freelance Sales Partner &ndash; CFD TradingJob Type: Freelance / Commission-Based Industry: Financial MarketsJob OverviewWe are looking for Freelance Sales Partners to promote our CFD trading services and introduce new clients to the company. This is a flexible freelance opportunity where individuals can work independently and earn commissions based on the clients they bring to the platform.Key Responsibilities<ul><li>Generate new clients for CFD trading accounts</li><li>Promote the company&rsquo;s trading platform and services</li><li>Identify potential traders and investors</li><li>Assist clients with account opening and onboarding</li><li>Maintain relationships with referred clients</li><li>Meet client acquisition targets</li></ul>Requirements<ul><li>Experience in CFD trading, forex, or financial markets preferred</li><li>Strong sales and networking skills</li><li>Ability to work independently as a freelancer</li><li>Existing network of traders or investors is a plus</li><li>Good communication skills</li></ul>What We Offer<ul><li>Attractive commission structure</li><li>Flexible freelance work</li><li>No fixed working hours</li><li>Ongoing support from the company</li><li>Opportunity to grow with a trading company</li></ul>Job Type: Full-timeWork Location: In person

Freelance Sales Partner – CFD Trading

Human Capital Group

Responsibilities:<ul><li>Acquiring potential customers through meeting them, cold calling, and networking.</li><li>Practicing consultative sales approach to help customers in determining their financial viability or needs.</li><li>Process applications for new customers by ensuring that they are fully aware of the features, applicable fees, terms and conditions of the products and services they are applying for</li><li>Process inbound sales lead calls with a high close rate</li><li>Generate high volume of referrals and establish new customer accounts</li><li>Consistently overachieve the agreed individual sales targets while complying with company policies and procedures.</li><li>Provide best customer service with regards to card payment methods, redeeming of reward points, limit upgrade, and any dispute resolution.</li><li>Process supplementary credit card applications through the request of the principal credit card holder.</li><li>Build a pipeline for the customers as per the company standards and with the required channel sales activities including presentations and sales proposals and promotions.</li></ul>Requirements:<ul><li>Minimum 02 years of outdoor sales experience in Qatar, preferably within Banking/Insurance/Financial Service sector</li></ul>Job Types: Full-time, PermanentApplication Question(s):<ul><li>What is your notice period?</li><li>What is your current salary?</li><li>What is your expected salary?</li></ul>

Direct Sales Agent (Credit Cards)

FSC Integrated Services (Pvt) Ltd.

FSC Integrated Services (Pvt.) Ltd. is looking for applications from dedicated and motivated individuals for one of the Leading Bank of Pakistan.Job Locations: JhelumJob Details:<ul><li>Minimum Bachelor's degree.</li><li>Fresh graduates eager to learn and excel are encouraged to apply.</li><li>Candidates with existing sales experience are also highly welcome.</li><li>Age Limit: 45 years.</li><li>A passion for achieving targets and exceeding expectations.</li><li>Excellent communication and interpersonal skills.</li><li>Salary Range: 44,000 - 46,000.</li></ul>Key Responsibilities:<ul><li>Identify and approach potential clients to sell financial products. Meet or exceed monthly sales targets. Provide product information and guidance to customers. Address customer queries and concerns professionally. Build and maintain a strong relationship with clients.</li></ul>Job Type: Full-timePay: Rs44,000.00 - Rs46,000.00 per monthWork Location: In person

Business Sales Executive

FSC Integrated Services (Pvt.) Ltd. is looking for applications from dedicated and motivated individuals for one of the Leading Bank of Pakistan.Job Locations: LahoreJob Details:<ul><li>Minimum Bachelor's degree.</li><li>Fresh graduates eager to learn and excel are encouraged to apply.</li><li>Candidates with existing sales experience are also highly welcome.</li><li>Age Limit: 45 years.</li><li>A passion for achieving targets and exceeding expectations.</li><li>Excellent communication and interpersonal skills.</li><li>Salary Range: 44,000 - 46,000.</li></ul>Key Responsibilities:<ul><li>Identify and approach potential clients to sell financial products. Meet or exceed monthly sales targets. Provide product information and guidance to customers. Address customer queries and concerns professionally. Build and maintain a strong relationship with clients.</li></ul>Job Type: Full-timePay: Rs44,000.00 - Rs46,000.00 per monthWork Location: In person

FSC Integrated Services (Pvt.) Ltd. is looking for applications from dedicated and motivated individuals for one of the Leading Bank of Pakistan.Job Locations: SialkotJob Details:<ul><li>Minimum Bachelor's degree.</li><li>Fresh graduates eager to learn and excel are encouraged to apply.</li><li>Candidates with existing sales experience are also highly welcome.</li><li>Age Limit: 45 years.</li><li>A passion for achieving targets and exceeding expectations.</li><li>Excellent communication and interpersonal skills.</li><li>Salary Range: 44,000 - 46,000.</li></ul>Key Responsibilities:<ul><li>Identify and approach potential clients to sell financial products. Meet or exceed monthly sales targets. Provide product information and guidance to customers. Address customer queries and concerns professionally. Build and maintain a strong relationship with clients.</li></ul>Job Type: Full-timePay: Rs44,000.00 - Rs46,000.00 per monthWork Location: In person

Encore Bank

<div>Job Summary: 
The Treasury Management Relationship Manager (TRM) is responsible for driving deposit and fee growth by 
developing and executing a strategic Treasury &amp; Liquidity plan tailored to their line of business (LOB) or market. 
This role requires deep industry expertise, strong business development acumen, and a proactive approach to 
portfolio management. The TRM will collaborate closely with internal partners to ensure high engagement and 
deliver exceptional client experiences from prospecting through onboarding.<div>
Primary Responsibilities: 
The duties listed below are some of the duties that may be assigned and may not include all responsibilities that 
the person in this role may be asked to perform. Incumbent may be required to perform other related duties as 
assigned. 
Ability to achieve and manage a group of Treasury Management Sales Officers to successfully achieve the following 
responsibilities: 
<ul><li>Demonstrates deep industry knowledge, either through direct experience or extensive client engagement</li><li>Maintains strong industry networks and participates in relevant associations and events.</li><li>Keeps current with industry-specific technologies and trends.</li><li>Capable of engaging in strategic conversations with stakeholders from CFO to Technology leadership.</li><li>Fully accountable for TM revenue and deposit growth aligned with financial objectives.</li><li>Actively monitors portfolio performance and identifies revenue levers.</li><li>Maintains accurate and timely CRM data to support activity tracking and forecasting.</li><li>Proactively addresses performance gaps and implements corrective actions.</li><li>Develops and executes a comprehensive annual business plan for the supported LOB or market.</li><li>Aligns strategy with broader organizational goals and identifies high-impact growth opportunities.</li><li>Collaborates with Product, Sales, and LOB leaders to drive innovation and enhancements.</li><li>Business plan includes SWOT analysis, targeted growth tactics, and quarterly performance reviews.</li><li>Builds and maintains excellent rapport with Market Heads, Group Managers, and Relationship Managers.</li><li>Conducts regular one-on-one meetings and activity reviews.</li><li>Participates in client planning and adjusts tactics based on market shifts and priorities.</li><li>Dedicates at least 75% of time to business development activities.</li><li>Partners with Commercial RMs, CRA Officers, and Market Presidents to generate leads.</li><li>Independently drives new business and manages the full client lifecycle.</li><li>Maintains aggressive calling efforts, pipeline oversight, and responsiveness.</li><li>Monitors portfolio trends including gainers/decliners, pricing events, and retention risks.</li><li>Manages credit exits and service impacts to ensure portfolio stability and growth.</li><li>Maintains high competency in specialized LOBs (e.g., CRE, C&amp;I).</li><li>Stays fluent in all bank solutions and attends relevant educational events.</li><li>Expands professional network and leverages peer learning.</li><li>Performs all other tasks as assigned.</li></ul> 
</div><div>Supervisory Responsibilities 
<ul><li>None</li></ul></div><div>
Skills and Qualifications: 
These specifications are general guidelines based on the minimum experience normally considered essential to the 
satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill 
and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some 
deviation from these guidelines. 
<ul><li>Bachelor&rsquo;s degree in Finance, Accounting, Business, or equivalent experience.</li><li>Certified Treasury Professional (CTP) preferred.</li><li>At least 7 years of Treasury Management or Financial Sales/Consulting experience.</li><li>Exceptional relationship management and negotiation skills.</li><li>Strong oral and written communication abilities.</li><li>Excellent problem-solving and analytical skills.</li><li>Strong time management, organizational, planning skills and customer skills</li></ul>
Computer and Office Equipment Skills: 
<ul><li>Microsoft Office Suite including Word, Excel, and PowerPoint</li></ul></div><div>
Physical Requirements: 
The physical demands described here are representative of those that must be met to successfully perform the 
essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with 
disabilities to perform essential functions. 
<ul><li>While performing the duties of this job this individual is regularly required to stand for long periods of</li></ul>
time, walk, sit, talk, hear, use their hands and fingers (manual dexterity), use a telephone, and 
occasionally lift and /or move up to 25 pounds. 
<ul><li>Specific vision abilities required by this position include, close vision, and the ability to adjust focus.</li></ul></div><div>
Mental Requirements: 
<ul><li>The ability to solve problems, make decisions, supervise others, interpret data, organize information,</li></ul>
written and oral communication and read/write.</div>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Encore Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, age, ancestry, citizenship, sex, sexual orientation, gender identity, national origin, marital status, genetic information, physical or mental disability, veteran status or any other characteristic protected by law.</div>

Treasury Management Relationship Manager

The Home Depot

<div>Position Purpose:
A Home Services Sales Consultant is responsible for selling the Company's exterior and interior products and services to customers. The Sales Consultant's primary responsibility is outside sales visits to customer homes and trade shows. Although sales efforts and incidental activities may take place at a customer's home or through virtual channels, a Sales Consultant will spend the majority of their working time traveling and away from a dedicated office environment.
Sales Consultants will travel to customers' homes to make sales calls, assess customer needs, make individually-tailored product recommendations, develop and negotiate customized price quotes, present warranty information and financial options that meet the customer's needs, and maintain/drive profitability. The Sales Consultant will also complete required sales contracts and paperwork, and take measurements using industry-standard methods to ensure orders meet required installation specifications.
The Sales Consultant is responsible for proactively soliciting and acquiring new customers inside assigned THD stores and during industry events (such as Home Shows). To drive sales and increase the pipeline of potential customers, a Sales Consultant will travel to their assigned stores, maintain local relationships, educate store associates on HDIS offerings, and bring awareness to HDIS programs. 
 
Key Responsibilities:<ul><li>
100% - Customer Service -Travel and engage in outside sales activities, primarily in customers' homes. Conduct professional and compelling sales presentations. Adapt quickly to changing customer needs and effectively advocate HDIS solutions. Conduct incidental activities necessary to complete sales (e.g., assessing customer needs, develop price quotes, measure product specifications, etc.) Present warranty and available financing options to customers. Prepare for appointments, commute to/from appointments and process sales-related paperwork. Prospecting for new customers both inside and outside of assigned THD store and participate in scheduled industry events. Proactively seek out new referrals and develop and maintain relationships with store management and associates. Attend sales and store team meetings to continually improve sales techniques and learn about HDIS product offerings.</li></ul> 
Direct Manager/Direct Reports:<ul><li>
This Position typically reports to the Sales Manager</li><li>
This position has no Direct Reports</li></ul>
Travel Requirements:<ul><li>
Typically requires overnight travel 5% of the time.</li></ul>
Physical Requirements:
<ul><li>Must continuously stand or walk or regularly requires lifting/handling/carrying material or equipment of moderate weight (8-20 pounds).</li></ul>
Working Conditions:
<ul><li>Usually in a comfortable environment but with regular exposure to factors causing moderate physical discomfort from such things as dust, fumes or odors.</li></ul>
Minimum Qualifications:<ul><li>
Must be 18 years of age or older</li><li>
Must be legally permitted to work in the United States</li></ul>
Preferred Qualifications:<ul><li>
Prior in-home or virtual sales experience</li><li>
Prior home improvement industry experience</li><li>
Prior experience with successful lead generation</li><li>
Computer and application skills and use of varied technology (email, iPad, apps, etc.)</li></ul> 
Minimum Education:
<ul><li>The knowledge, skills and abilities typically acquired through the completion of a high school diploma and/or GED.</li></ul>
Preferred Education:
<ul><li>Minimal or no education requirements</li></ul>
Minimum Years of Work Experience:<ul><li>
1 + years of previous related work experience</li></ul>
Preferred Years of Work Experience:
<ul><li>1 + years of previous related work experience</li></ul> 
Minimum Leadership Experience:
<ul><li>No previous leadership experience</li></ul>
Preferred Leadership Experience:
<ul><li>No previous leadership experience</li></ul>
Certifications:<ul><li>
None</li></ul>
Competencies:
<ul><li>Action Oriented</li><li>
Communicates Effectively</li><li>
Customer Focus</li><li>
Drives Results</li></ul></div>

Field Sales Consultant, Exteriors- Portland, OR

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10000 financial sales consultant jobs Near Me

Freelance Sales Partner – CFD Trading

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Treasury Management Relationship Manager

Field Sales Consultant, Exteriors- Portland, OR