What are the responsibilities and job description for the Sales Associate position at Callisto Business Ventures LLC?
Role Overview
We are looking for a motivated Sales Associate – Personal Finance to help individuals and families identify their financial priorities and connect them with appropriate financial protection and planning solutions.
Key Responsibilities
• Build and maintain relationships with prospective clients.
• Understand client goals around protection, savings, retirement and wealth transfer.
• Schedule and conduct introductory client conversations.
• Support financial professionals in presenting suitable solutions.
• Develop business through referrals, networking and community outreach.
• Maintain strong client follow-up and relationship management.
Ideal Candidate
• Strong communication and interpersonal skills.
• Interest in personal finance and financial planning.
• Self-motivated, professional and relationship-oriented.
• Previous sales, banking, insurance or financial-services experience is a plus.
• Relevant licensing / certifications may be required depending on the solutions offered.