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Reposted 20 Hours AgoSaved
In-Office or Remote
12 Locations
Junior
Junior
Fintech • Payments • Financial Services
The role involves providing financial advice, consultative selling, managing customer relationships, and ensuring customer satisfaction. A valid driver's license and a car are required.
Top Skills: Sales Software
Reposted 20 Hours AgoSaved
In-Office or Remote
23 Locations
Junior
Junior
Fintech • Payments • Financial Services
The role involves selling financial products, managing customer relationships, and utilizing consultative selling techniques to meet client needs. You will analyze client information to drive sales and ensure customer satisfaction.
Top Skills: Sales Software
Reposted 3 Days AgoSaved
In-Office
Ceres, CA, USA
Entry level
Entry level
Fintech • Payments • Financial Services
The role involves providing sound financial advice to customers, identifying their financial needs, and implementing suitable financial plans and solutions.
Top Skills: Sales Software
Reposted 3 Days AgoSaved
In-Office
Worcester, MA, USA
Entry level
Entry level
Fintech • Payments • Financial Services
The role involves assisting customers in achieving financial goals by providing advice and implementing tailored financial plans and solutions.
Top Skills: Sales Software
Reposted 3 Days AgoSaved
In-Office
Worcester, MA, USA
Junior
Junior
Fintech • Payments • Financial Services
The Advancing Financial Adviser role requires consultative selling skills, customer service, and financial services experience. Candidates must have relevant qualifications and a valid driver's license.
Top Skills: Sales Software
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Reposted 3 Days AgoSaved
In-Office
4 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
The role involves securing new business, expanding sales with existing clients, and providing financial advice to meet customer needs.
Top Skills: Sales Software
Reposted 3 Days AgoSaved
In-Office
3 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
The role involves providing financial advice, building customer relationships, and creating tailored financial plans for clients to meet their goals.
Top Skills: Sales Software
Reposted 3 Days AgoSaved
In-Office
4 Locations
Junior
Junior
Fintech • Payments • Financial Services
The Advancing Financial Adviser role at Old Mutual involves providing financial advice, maintaining client relationships, and achieving sales targets. Candidates must have financial services experience and completion of relevant qualifications.
Top Skills: Sales Software
Reposted 3 Days AgoSaved
In-Office
3 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
The role involves acquiring new clients, expanding sales with existing customers, and providing tailored financial advice and plans.
Top Skills: Sales Software
Reposted 3 Days AgoSaved
In-Office
3 Locations
Junior
Junior
Fintech • Payments • Financial Services
The Advancing Financial Adviser will focus on consultative selling, client engagement, and managing customer relationships in the financial services sector.
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