Financial Sales Consultant

OTB Global Investments Research, a global financial research provider is seeking freelance-based professionals to sell satellite portfolio creation, stock selection and market analytics to financial advisors, private banks and institutions.

If you are truly passionate about sales and have outstanding selling skills, this role could be for you.

Responsibilities

• Identify potential clients and generate sales from your country of residence.
• Build and maintain strong customer relationships and assist with client onboarding processes
• Have a clear understanding of OTB Global Investments Research products and spectrum of services.
• Freelance basis only (this is NOT a permanent position)
• Commission-based pay only (this is NOT a fixed salaried position, but you have 20-40% commission on every sale)
• Working from home from your country of residence (this is NOT an office-based position)

Your main task is to generate new leads and establish successful client relationships by offering them our analysis and research services such as stock selection, U.S. options market expect moves, weekly market brief and satellite portfolio creation necessary for them to improve the end client offering.

Qualifications

· 5+ years of experience in financial consultation, corporate advisory, corporate and institutional banking, private banking, or any related/similar sector

· Highly accomplished in sales and lead generation

· Excellent communication and negotiation skills

· Outstanding academic performance

· Accuracy, diligence and a high level of attention to detail

· A mobile phone, a PC with internal or external webcam capability and reliable internet

Additional Benefits

· Working from home

· Ongoing delivery of high-quality training and investments product knowledge

· Opportunity to learn and develop new skills

· Sales lead support for high-performing individuals