Job Description

Job Overview:
We are seeking a highly motivated and detail-oriented Planning Consultant to join our team. As a Planning Consultant, you will be responsible for analyzing data, developing sales strategies, and providing exceptional customer service. Fluency in Spanish and experience with Salesforce are preferred.

Duties:
- Analyze market trends and customer data to identify opportunities for growth
- Develop and implement sales strategies to drive revenue and meet targets
- Collaborate with cross-functional teams to ensure effective planning and execution of projects
- Provide expert advice and guidance to clients on financial planning and investment options
- Conduct thorough research on industry regulations and compliance requirements
- Prepare and deliver presentations to clients, showcasing the benefits of our services
- Maintain accurate records of client interactions and transactions

Experience:
- Bachelor's degree in Business Administration, Finance, or a related field
- Proven experience in sales or financial planning
- Strong analytical skills with the ability to interpret complex data
- Excellent communication and interpersonal skills
- Fluency in Spanish is preferred
- Proficiency in Salesforce or similar CRM software is a plus

We offer competitive compensation and benefits packages, including health insurance, retirement plans, and professional development opportunities. If you are a motivated individual with a passion for sales and financial planning, we would love to hear from you.

Please note that all positions at our company are paid, including internship positions. To apply for this role, please submit your resume and cover letter detailing your relevant experience and why you are interested in joining our team.

Job Type: Full-time

Pay: 21,396.84-100,000.00 per year

Benefits:

Company events
Experience:

Sales: 1 year (preferred)
Licence/Certification:

Driving Licence (preferred)
Work Location: On the road