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Wealth Management Sales Professional
2 months ago
We are seeking a talented Sales Representative to join our dynamic team at Keegan Adams, a leading Global Multi-Billion Wealth Management firm. As a Sales Representative, you will play a crucial role in engaging with prospective clients, educating them on our services, and successfully booking meetings for our Sales Partners.
Key Responsibilities:
- Develop and maintain strong relationships with clients to understand their investment goals and provide tailored solutions.
- Collaborate with our marketing team to receive warm leads and work with them to achieve sales targets.
- Receive mentorship and guidance from experienced managers and peers to ensure your success.
Requirements:
- University degree or equivalent education/experience.
- No prior sales experience or industry knowledge is required, but a proven track record of personal and professional success is essential.
- Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Persuasive and committed to overcoming challenges, with a strong work ethic and a desire to succeed.
What We Offer:
- A dynamic and supportive work environment that fosters professional growth and personal success.
- An attractive compensation package, including a lucrative uncapped commission structure based on your performance.
- Top-tier health insurance and a comprehensive benefits package.
- The opportunity to work with a leading Global Multi-Billion Wealth Management firm and contribute to its continued success.
About Us:
Keegan Adams is a leading Global Multi-Billion Wealth Management firm that is dedicated to providing exceptional service to our clients. We are committed to fostering a dynamic and supportive work environment that allows our employees to grow and succeed.