Mortgage Sales Assistant

**Job Summary**: The Mortgage Sales Advisor guides clients through the home loan process, from initial consultation to closing. This role involves building relationships, assessing financial needs, educating clients on mortgage products, and ensuring a smooth, compliant experience while meeting sales targets. Strong communication, financial knowledge, and...

**Job Summary**: **Key Responsibilities**: - Communicate effectively with clients to gather necessary financial information and documentation. - Cross-sell other banking products and services where appropriate to meet client needs. - Maintain regular communication with clients, and partners, to keep them informed of loan progress. - Provide exceptional...

Build customer relationships based by planning persuasive approaches and pitches for potential and existing clients. - Proactive in work and passionate meeting with people from all walks - Provide your client with an added-value service eg. Mortgages, Financial Investment advisory **Requirements**: - Minimum Diploma/Degree in any discipline - Able to work...

Looking for Sales Assistant to help directors in Sales Process Management, including scheduling / management / handling correspondence of sales appts / making outbound calls. Working hours: Minimum 2 days a week, 4-5 hours per day **Salary**: $12-$14/hr Open to students looking for part time/ freelance, individuals in a mid career switch or have some free...

**Sales and Marketing Assistant (Part Time)** **Responsibilities** - Acquire new clients & maintaining the relationship with existing clients - Arranging sales presentations - Maintain and achieve customer satisfaction in pursuit of business targets - Develop content for sales presentations or other visual aid materials - Support content development for...

As a Wealth Management Associate at WealthAsia, you will play a crucial role in assisting our clients in achieving their financial goals and securing their financial futures. Working closely with our team of seasoned professionals, you will provide personalized wealth management advice and solutions tailored to meet the unique needs of each...

Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client.Responsibilities:Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk...

As a Wealth Relationship Manager at WealthAsia, you will play a crucial role in assisting our clients in achieving their wealth and financial goals, and securing their financial futures. Working closely with our team of seasoned professionals, you will provide personalized wealth management advice and solutions tailored to meet the unique needs of each...

**Join Our Dynamic Team as a Hybrid Assistant!** Are you a motivated individual seeking an exciting career opportunity that combines business development, marketing, administration, and sales? Look no further! We are seeking passionate individuals to join our team as Hybrid Assistants, where you can grow, learn, and contribute to our thriving organization....

**Join Our Dynamic Team as a Hybrid Assistant!** Are you a motivated individual seeking an exciting career opportunity that combines business development, marketing, administration, and sales? Look no further! We are seeking passionate individuals to join our team as Hybrid Assistants, where you can grow, learn, and contribute to our thriving organization....