Consultant Finance assisting startups and SMEs in Paris with budget tracking and financial processes. Seeking postgraduate students with prior finance experience and strong Excel skills.
About the role
- Associate Consultant selling investment management and other company products in New Hampshire. Focused on developing new business and managing prospect relationships to close sales.
Responsibilities
- Sell investment management and other Company products and services to prospects in a designated region under an assigned sales goal
- Develop new investment management and financial planning business through internal referrals and actively developing and following up on outside referral sources
- Make prospect visits, develop knowledge of prospect financial situations, propose solutions and close sales
- Provide information to answer questions involving estate, tax and retirement planning
- Maintain network of inside and outside referral sources for new business
- Ensure work is in compliance with applicable laws, regulations and guidelines
Requirements
- Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience
- Five to seven years of financial sales experience
- Command of financial management, investments, and retirement plans
- Outstanding sales skills
- Excellent written and verbal communication skills including top-notch public speaking expertise
- Strong computer skills
Benefits
- Robust medical, dental, and vision insurance packages
- Generous time off, including paid federal holidays and paid day off for your birthday
- 401(k) retirement savings plan
- Tuition reimbursement, professional development, and career growth opportunities
- Employee assistance program
- Comprehensive wellness program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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