Angel and Genie
Website:
angelandgenie.com
Job details:
Job Description:
We are looking for a motivated Investment Advisor to join our sales team. The role involves client acquisition by engaging prospective investors, understanding their financial needs, and guiding them through the firm’s investment offerings. It will require lead qualification, investor communication, and ensuring a seamless onboarding experience for clients.
Key Responsibilities:
● Proactively manage existing and new leads, ensuring consistent communication and pipeline development.
● Explain investment products in simple and compliant language to prospective clients and drive client acquisition
● Handle basic objections and ensure timely follow-ups with prospective investors.
● Update CRM with accurate lead information, notes, and status
● Collaborate with stakeholders to provide seamless, high-quality client experience beyond the initial engagement.
Click on Apply to know more.