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Career Opportunity in Personalized Financial Planning

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Belém, Pará, Brasil beBeeFinancial Tempo inteiro R$60.000 - R$90.000
Job Profile

We are seeking a skilled Financial Planner to champion our valued customers in achieving their long-term goals by identifying their financial needs and providing personalized advice and solutions.

Main Responsibilities
  • Identify customers' financial requirements
  • Offer tailored financial guidance
  • Implement suitable financial plans and solutions
Necessary Skills and Qualifications
  • Fostering trust with clients
  • Sales strategy and consultative selling skills
  • Effective customer feedback management
  • Strong focus on customer satisfaction
  • Excellent interpersonal and communication skills
  • Able to comprehend customer needs
  • Proactive sales techniques
  • Sales opportunity identification and development
  • Oral communication and negotiation skills
  • Sales data analysis and interpretation
  • Proficiency in sales software
  • Strategic sales approaches and planning
  • Maintaining strong relationships with customers