Note: The job is a remote job and is open to candidates in USA. Lakeshore Financial Group is a financial services firm dedicated to simplifying the complexities of the financial world. They are seeking a Financial Advisor to assist clients in achieving their financial goals while building lasting relationships and growing their own business.
Responsibilities
- Build strong relationships with existing and potential clients by demonstrating excellent customer service
- Prospect and generate new leads through various channels
- Nurture relationships with existing clients to drive repeat business
- Negotiate and close sales deals to meet or exceed monthly targets
- Collaborate with the sales team to develop effective sales strategies
- Maintain accurate records of all sales activities and customer interactions in the CRM system
- Stay up-to-date with industry trends, competitive landscape, and market conditions
- Provide exceptional customer service throughout the entire sales process
- Participate in regular sales meetings and training sessions
Skills
- Build strong relationships with existing and potential clients by demonstrating excellent customer service
- Prospect and generate new leads through various channels
- Nurture relationships with existing clients to drive repeat business
- Negotiate and close sales deals to meet or exceed monthly targets
- Collaborate with the sales team to develop effective sales strategies
- Maintain accurate records of all sales activities and customer interactions in the CRM system
- Stay up-to-date with industry trends, competitive landscape, and market conditions
- Provide exceptional customer service throughout the entire sales process
- Participate in regular sales meetings and training sessions
Benefits
- You'll have the support of experienced professionals who will offer guidance and training to help you reach your goals.
- We offer industry-leading training
- Remote/hybrid work arrangements
- If you're new, training in the office will be required, but with some flexibility.
- Work diligently and receive recognition for your hard work.
- Professional-based culture that promotes flexibility to balance personal and family values.
- We also believe in giving back to our community through charity and outreach.
Company Overview