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in San Francisco, CA
Financial Education Agent
•30 days ago
Hours | Full-time, Part-time |
---|---|
Location | San francisco, California |
About this job
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
Gather customer or product information to determine customer needs.
Develop proposals for current or prospective customers.
Prepare forms or agreements to complete sales.
Prepare sales or other contracts.
Contact prospective customers to present information and explain available services.
Explain technical product or service information to customers.
Contact current or potential customers to promote products or services.
No experience needed!
One week training program will be provided