Financial Sales require financial sales professionals who have a strong work ethic and an excellent communicator who is able to explain financial products and services to clients. A strong sense of ethics and integrity is required. Math’s, reasoning skills and a quick-thinking mind is also preferred. Be able to learn about new products and services fairly quickly.Hire Financial Salespeople
I distribute mutli asset funds. I want an app that is like a robo asviser to help potential investors express their investment goals and the amount of risk they are willing to take. The output should link them to one of our funds in the currency of their choice. In phase one it should be a lead generator and in later phases full execution.