Closer, Financial Markets, High Net Worth

This is a fully remote position, open to applicants anywhere in the world.

📋 Description

• Facilitate consultative meetings with qualified high-net-worth prospects

• Strategically implement the SPIN Selling methodology

• Assess clients' financial circumstances, goals, and risks

• Create tailored proposals based on data-driven insights

• Manage the sales pipeline with consistency and discipline

• Perform organized follow-ups until closing

• Keep the CRM system accurate and current

• Continuously surpass monthly performance targets

⛳️ Requirements

• At least 3 years of demonstrated experience in consultative sales

• Practical expertise in the SPIN Selling methodology

• Proven history of achieving or exceeding sales targets

• Experience in high-ticket sales or intricate negotiations

• Familiarity with CRM platforms (HubSpot, Pipedrive, RD or similar)

• Strong communication skills, executive presence, and confidence in negotiations

• Knowledge of or previous involvement in the financial sector

• Experience collaborating with investors, business owners, or executives

• Genuine enthusiasm for expanding knowledge in finance and investments