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Full-Time Financial Sales Consultant

Woodbrook Wealth Management – Posted by Woodbrook Wealth Management Budapest, Budapest, Hungary

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Job Description

SUMMARY:

Responsible for offering a variety of financial services, including regular savings, retirement planning, children’a education fee planning, lump sum investments and other. 

 

RESPONSIBILITIES:

  • Offer Woodbrook financial services to high net-worth business professionals;
  • Building relationships with existing clients, researching the marketplace and providing clients with information on new and existing products and services;
  • Assisting clients to make informed decisions, reviewing and responding to clients’ changing needs and financial circumstances;
  • Provide solutions for short, mid and long-term financial goals;
  • Researching information from various sources, including financial providers;
  • Informing clients of the new financial products or changes in legislation that may affect their savings and investments;
  • Develop prospects from current clients, referral leads, sales and trade meetings, also meeting prospects at community functions;
  • Prepare forms, agreements and applications.

 

SKILLS REQUIRED:

  • 3-5 years sales experience;
  • Excellent communication and client-relationship skills;
  • Organizational and time management skills;
  • Capability to build rapport with people from multiple nationalities, jobs and industries;
  • Capacity to adapt to a fast-paced environment;
  • Focused approach to build business.

 

WE OFFER:

  • Access to exclusive market’s leading products
  • Unlimited Earnings
  • Ongoing support and training
  • Defined career path
  • Global opportunities

How to Apply

Send your CV to hr@woodbrookwealth.com

Job Categories: Management & Consulting. Job Types: Full-Time. Job Tags: finance and sales.

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