Financial Business Consultant

Posted 84ds ago

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Job Description

Autonomous Financial Consultant managing a client portfolio and financial solutions. Opportunity for professionals in finance seeking flexibility and autonomy in their roles.

Responsibilities:

  • Prospecting and building client relationships
  • Financial diagnosis and needs analysis
  • Selling financial and insurance solutions
  • Managing and expanding the client portfolio
  • Consultative approach with a long-term focus

Requirements:

  • Previous experience in the financial, banking, or insurance sectors
  • Sales experience and customer service background
  • Consultative mindset, disciplined and results-driven
  • Organized and autonomous in managing daily activities
  • Comfortable with a variable compensation model tied to performance

Benefits:

  • Flexibility and autonomy in managing the client portfolio
  • Opportunity to work remotely