Broker at Trinity Financial Services

Job Role

• Brokers manage various deals such as investments, real estate or insurance within the finance and banking industries.
• Brokers act as a liaison between parties, create and maintain relationships, administer sales, and perform administrative tasks.
• We are recruiting for an experienced Broker who is familiar with the products and services our company offers. The job responsibilities of a Broker include providing excellent customer service, closing deals, and processing documentation after the sales process is complete.
• To succeed as a broker, you should have extensive sales experience and be able to achieve outstanding customer service, while dealing with a high volume of calls and emails.

Duties

• Broker licence.
• Ability to multitask.
• Experience with customer service.
• Experience as a broker or in sales.
• Proficiency in Microsoft Word and Excel.
• Finance or banking-related qualification.

Requirements

• Candidates should possess a Bachelor's Degree with 1 year experience.
• Negotiate deals with clients.
• Build relationships with clients.
• Close deals.
• Analyze data and market trends.
• Process sales transactions.
• Demonstrate a solid understanding of the company’s products or services.
• Network to attract potential clients.
• Broker licence.
• Ability to multitask.
• Experience with customer service.
• Experience as a broker or in sales.
• Proficiency in Microsoft Word and Excel.
• Finance or banking-related qualification.