Crossing Hurdles
Website:
crossinghurdles.com
Job details:
Position: Finance Sales Annotator
Type: Hourly contract
Compensation: $7-$11/hr
Location: Remote
Commitment: 2 Weeks
Role Responsibilities
- Engage clients through advisory conversations to recommend financial products and services
- Develop and execute sales strategies for brokerage, wealth management, and investment products
- Pitch portfolio solutions aligned with client goals, risk appetite, and market conditions
- Monitor market trends and provide timely updates to clients for informed decision-making
- Support trading activities and investment distribution workflows
- Build and maintain long-term client relationships to drive revenue growth
- Collaborate with internal teams to align product offerings with client needs
Requirements
- Bachelor’s degree in Finance, Economics, Business, or Commerce
- Strong understanding of financial markets, investment products, and advisory sales
- Experience in brokerage, wealth management, capital markets, or financial services sales
- Ability to communicate complex financial concepts clearly to clients
- Strong sales acumen with a results-driven mindset
- Knowledge of portfolio products, market trends, and trading environments
- Excellent interpersonal and negotiation skills
Application Process (Takes 20 Mins)
- Upload your resume.
- Complete an interview.
- Submit a short form.
Click on Apply to know more.