We are recruiting a Sales Specialist to focus on achieving sales targets, managing client relationships, and acting as a wealth and financial product expert.

Key responsibilities

• Meeting or exceeding weekly, monthly, and annual sales quotas and performance metrics.
• Formulating and executing sales strategies tailored to drive product/service adoption.
• Identifying and qualifying new business opportunities and leads through cold calls, networking, and warm outreach.
• Conducting market research and analysis to understand customer needs and competitor activity.
• Building and maintaining strong, positive, long-term relationships with new and existing customers.
• Acting as the main point of contact for client queries and ensuring high levels of customer satisfaction.
• Developing and maintaining deep, comprehensive knowledge of the company's products, features, benefits, and overall value.
• Conducting persuasive product demonstrations, presentations, and sales pitches to potential clients.
• Negotiating sales contracts, payment terms, and packages with clients to close deals.
• Preparing accurate quotes, proposals, and sales documentation.
• Managing the entire sales cycle, from initial contact to post-sales follow-up.
• Maintaining accurate, detailed records of sales activities, pipeline, and client interactions in a CRM system (e.g., Salesforce).
• Collaborating with internal teams (marketing, technical/product, operations) to align sales efforts and ensure timely order fulfillment.
• Preparing and submitting regular sales forecasts, performance reports, and territory analyses to management.
• Staying updated on relevant industry trends, regulations, and product knowledge.
• For specialized roles, providing product training or technical assistance to the broader sales team or customers.