Wealth Advisor (telesales)

About the job Wealth Advisor (telesales)

• Initiating sales with potential customers over the phone.
• Asking questions to engage customers and keep the conversation going.
• Listening to the customers' needs to generate repeat sales.
• Gathering and documenting customer information, payment methods, purchases, and reactions to products.
• Keeping up to date on all products and informing customers of new products.
• Answering customers' questions on the products.