Financial Sales Consultant
Grow your career in financial services with an exciting opportunity as a Financial Sales Consultant at PNC Financial Services! We’re looking for a driven, organized professional to join our team and provide exceptional customer service and guidance to our clients. In this role, you will be responsible for identifying and understanding the needs of our clients, developing and implementing tailored financial solutions, and providing ongoing support and advice. To be successful in this role, you will need a strong understanding of the financial services industry, excellent customer service skills, and the ability to think critically and come up with innovative solutions. If you’re looking for an opportunity to make a difference and grow your career in the financial services industry, this is the perfect role for you.
Responsibilities:
- Identify and understand the needs of clients to develop tailored financial solutions.
- Implement financial solutions in accordance with the client’s needs.
- Provide ongoing support and advice to clients.
- Analyze market trends and recommend strategies for PNC Financial Services to remain competitive.
- Track industry news and conduct regular research to stay up to date on the latest developments in the financial services industry.
- Develop relationships with clients and maintain a high level of customer service.
- Develop and manage a portfolio of clients and offer recommendations for their financial needs.
- Develop and deliver presentations on financial services topics.
- Utilize critical thinking to identify and solve problems that may arise.
- Ensure compliance with all applicable laws and regulations.
Excellent Communication And Interpersonal Skills
Attention To Detail
Strong Financial Knowledge
Proven Track Record In Financial Sales
Ability To Build Relationships With Clients
Ability To Work Independently Or As Part Of A Team
Ability To Assess Client Needs And Provide Appropriate Solutions
Ability To Use Financial Software And Systems
Financial Analysis
Data Analysis
Account Management
Sales
Product knowledge
Problem Solving
customer service
Financial forecasting
Portfolio Management
Risk assessment
Money management
Client Relations
Market trends
Banking Regulations
Investment Strategies
Communication
Conflict Resolution
Leadership
Problem Solving
Time management
Interpersonal Skills
self-motivation
Critical thinking
Teamwork
Adaptability
According to JobzMall, the average salary range for a Financial Sales Consultant in Chicago, IL, USA is between $30,000 and $75,000 per year. The exact salary for a Financial Sales Consultant will depend on the individual's experience and qualifications. Additionally, salaries may vary depending on the company, industry, and other factors.
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PNC Financial Services Group, Inc. is an American bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 19 states and the District of Columbia with 2,459 branches and 9,051 ATMs.
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