Talent.com
Financial Services Pre-Sales Consultant

Financial Services Pre-Sales Consultant

VirtualVocationsDurham, North Carolina, United States
2 days ago
Job type
  • Full-time
Job description

A company is looking for a Pre-Sales Consultant focused on Financial Services.

Key Responsibilities

Collaborate with Account Executives to manage product evaluations and drive new business revenue growth

Conduct discovery into clients' research workflows to develop tailored financial services use cases

Engage with investment professionals to build strong relationships and contribute to product development based on client feedback

Required Qualifications

Minimum 2 years of experience in a Financial Services role or supporting Financial Services clients in a fintech / SaaS environment

Demonstrated interest in AI's potential within the financial sector

Proven ability to engage stakeholders and present technical solutions effectively

Strong ownership mindset with a focus on driving workflow transformation

Ability to work collaboratively and influence cross-functional teams

Create a job alert for this search

Financial Consultant • Durham, North Carolina, United States

Related jobs
Retirement Plan Sales Consultant

Retirement Plan Sales Consultant

CBIZUSA, North Carolina, Raleigh
Full-time
With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients a...Show moreLast updated: 30+ days ago
Sales Consultant

Sales Consultant

Rustman AgencyApex, North Carolina, .US
Full-time
Quick Apply
As a Sales Consultant, you're not just selling a product — you're guiding people toward smart decisions that improve their lives. You’ll serve as a trusted advisor, problem-solver, and go-to expert ...Show moreLast updated: 30+ days ago
  • New!
Home Sales Consultant- Supply, NC

Home Sales Consultant- Supply, NC

Champion HomesNC, USA
Full-time
Quick Apply
Champion Homes Center of Supply, NC is looking for professional, motivated, career minded salespeople to sell our award-winning floor plans that will be placed on new home site developments in that...Show moreLast updated: 14 hours ago
  • Promoted
Sr Business Planning & Support Consultant

Sr Business Planning & Support Consultant

First Citizens BankRaleigh, NC, US
Full-time
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our NY, Boston, Nor Cal, Raleigh or Charlotte office. This position is responsible for t...Show moreLast updated: 30+ days ago
Sales Consultant

Sales Consultant

Victra - Verizon Wireless Premium RetailerGarner, NC, US
Full-time
Victra is Verizon's largest premium retailer in the United States.We are seeking Sales Consultants who deliver world-class service to Every Guest. From executing Victra's sales process to sharing yo...Show moreLast updated: 7 days ago
In-Home Sales Consultant

In-Home Sales Consultant

RefloorRaleigh, NC, US
Full-time
Quick Apply
Looking for a sales opportunity that allows you to shape your career your way? Want to have unlimited earning potential without any cold calls or door-knocking? Refloor is hiring Sales Representati...Show moreLast updated: 30+ days ago
Remote Sales Consultant

Remote Sales Consultant

Kenneth Brown AgencyRaleigh, NC, US
Remote
Full-time
Quick Apply
Join Our Award-Winning Team and Propel Your Career to New Heights!.Our company has been recognized as a Top Company Culture for consecutive years by Entrepreneur Magazine, with outstanding employee...Show moreLast updated: 30+ days ago
Regional Solutions Consultant

Regional Solutions Consultant

FedExChapel Hill, North Carolina, US
Full-time
The Regional Solutions Consultant (RSC) is a customer-focused position responsible for customer satisfaction by providing responsive service that enhances the delivery of FedEx Office (FXO) product...Show moreLast updated: 9 days ago
Final Expense Sales Representative

Final Expense Sales Representative

Rustman AgencyApex, North Carolina, US
Full-time
Quick Apply
At The Rustman Agency, we specialize in helping families prepare for the future with affordable, compassionate coverage.Final Expense Sales Representative. This role is perfect for caring, service-m...Show moreLast updated: 30+ days ago
Sales Consultant

Sales Consultant

All Pro Window FilmsRaleigh, North Carolina, United States
Full-time
Quick Apply
Have a passion for cars? Looking for a career change? (Yes! CAREER!).IMMEDIATE OPENING FOR A SALES CONSULTANT.We are looking for a passionate, precision driven, attentive to detail individual to jo...Show moreLast updated: 30+ days ago
Sales Consultant Part-Time

Sales Consultant Part-Time

Victra - Verizon Wireless Premium RetailerSiler City, NC, US
Part-time
Victra is Verizon's largest premium retailer in the United States.We are seeking Sales Consultants who deliver world-class service to Every Guest. From executing Victra's sales process to sharing yo...Show moreLast updated: 30+ days ago
Sales Consultant

Sales Consultant

Mattress Warehouse CorporateFuquay Varina, North Carolina, United States, 27526
Full-time
Mattress Warehouse is growing! .At Mattress Warehouse, we empower our associates to shape their careers and make a meaningful impact every day. As one of the largest and fastest-growing bedding reta...Show moreLast updated: 30+ days ago
Dynamics Financial Functional Consultant

Dynamics Financial Functional Consultant

Vkore SolutionsDurham, NC, United States
Full-time +2
Quick Apply
Experience in D365 Finance modules Gathering Business requirements from the clients Able to do the Functional analysis<...Show moreLast updated: 5 days ago
  • Promoted
Want Cash Jobs? Earn With Uber Instead

Want Cash Jobs? Earn With Uber Instead

UberYanceyville, NC, United States
Full-time +1
Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 30+ days ago
Telecommute Sales Consultants

Telecommute Sales Consultants

The Max Spencer Co.Wake Forest, NC, US
Full-time
Quick Apply
Join Our High-Performing Sales Team and Elevate Your Career!.We take great pride in our company's achievements.Recognized twice by Entrepreneur Magazine for our exceptional company culture, our tea...Show moreLast updated: 30+ days ago
Sales Consultant

Sales Consultant

MATTRESS WAREHOUSE LLCCary, North Carolina, United States, 27518
Full-time
Quick Apply
Mattress Warehouse is growing! .As one of the largest and fastest-growing bedding retailers in the United States, we're dedicated to improving lives through quality sleep.We offer quality products ...Show moreLast updated: 25 days ago
Academic Sales Consultant

Academic Sales Consultant

Crimson EducationDurham, North Carolina, .US
Full-time
Quick Apply
Want to revolutionize the future of education and do meaningful work that transforms future generations’ lives?.Crimson Education is a global EdTech company founded in 2013 with the idea that throu...Show moreLast updated: 16 days ago
SAP SACP Consultant

SAP SACP Consultant

Axiom Software Solutions LimitedRaleigh, NC, US
Full-time
Quick Apply
Location : Raleigh, NC or Foster City, CA – Onsite.Overall 10+ year of experience in SAP Analytics BW or SACon Financial Planning and Reporting. SACP minimum 2 years of experience.Excellent work expe...Show moreLast updated: 30+ days ago
  • Promoted
Retail Sales Consultant - Spectrum

Retail Sales Consultant - Spectrum

SPECTRUMGarner, NC, United States
Full-time
This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a. Spectrum, you'll be the face of our company, promoting and selling ...Show moreLast updated: 30+ days ago
  • Promoted
Retail Sales Consultant

Retail Sales Consultant

SPECTRUMGarner, NC, US
Full-time
This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a. Spectrum, you'll be the face of our company, promoting and sell...Show moreLast updated: 1 day ago