Key Responsibilities:
- Analyze clients’ financial statuses (e.g., income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g., insurance plans, investments)
- Develop sound plans and budgets for clients
- Meeting or exceeding weekly, monthly, and yearly sales quotas.
- Canvassing assigned territories to present company products to potential customers.
- Contacting leads and setting up appointments to present company products.
- Preparing sales proposals for potential buyers.
- Completing regular sales reports specifying the number of sales made.
- Customize financial plans according to clients’ changing needs
- Help clients implement their plans and carry out transactions
- Present and sell suitable financial products and services
- Present and market financial products and services.
- Build strong relationships to retain existing clients
- Maintain updated knowledge of regulations, practices, and financial products
Role Requirement:
- First Degree (HND, Bsc. BA etc) in Marketing, Business Administration or related field is advantageous.
- At least 1-3 years’ experience in related fields
Other Qualities:
- Sound consultative selling skills.
- Excellent networking skills.
- Strong negotiation skills.
- Effective communication skill
How to Applyva
Interested and qualified candidates should forward their CV to: resourcing@halogen-group.com using the position as subject of email.