What are the responsibilities and job description for the Sales Specialist position at Dumon Financial Group?
Company Description
Dumon Financial Group, based in Las Vegas, NV, specializes in fixed index annuities, living trusts, wills, power of attorney, wealth transfer, and estate planning services. Our personalized solutions help secure your financial future and protect your legacy. We are dedicated to providing exceptional service to ensure your financial and estate planning needs are met.
Role Description
This is a full-time on-site role for a Sales Specialist located in Las Vegas, NV. The Sales Specialist will be responsible for generating new sales, managing client relationships, providing exceptional customer service, and offering personalized financial solutions. Daily tasks will include meeting with clients, understanding their financial goals, recommending appropriate products, and achieving sales targets. Additionally, the Sales Specialist will conduct training sessions for clients and support the sales management team.
Qualifications
Dumon Financial Group, based in Las Vegas, NV, specializes in fixed index annuities, living trusts, wills, power of attorney, wealth transfer, and estate planning services. Our personalized solutions help secure your financial future and protect your legacy. We are dedicated to providing exceptional service to ensure your financial and estate planning needs are met.
Role Description
This is a full-time on-site role for a Sales Specialist located in Las Vegas, NV. The Sales Specialist will be responsible for generating new sales, managing client relationships, providing exceptional customer service, and offering personalized financial solutions. Daily tasks will include meeting with clients, understanding their financial goals, recommending appropriate products, and achieving sales targets. Additionally, the Sales Specialist will conduct training sessions for clients and support the sales management team.
Qualifications
- Excellent Communication and Customer Service skills
- Proven Sales experience and ability to meet targets
- Experience in providing Training and Sales Management
- Strong organizational and time-management abilities
- Ability to work independently and collaboratively within a team
- Experience in financial services or estate planning is a plus
- Bachelor's degree in Business, Finance, or a related field