Job description
Key Duties and Responsibilities
The Financial Advisor – Unit Trust Sales will report to the Distribution Manager and will be responsible for the following key deliverables:
Network and generate leads and opportunities to sell the Unit Trust products
Reach potential clients using various sales techniques
Keep clients apprised of product and service enhancements, including changes in investment options.
Assess and understand the clients overall financial position and based on their needs develop an investment plan
Achieve set targets within the allocated timelines
Conduct investor education to existing, new and future clients
Preparation of daily, weekly, monthly sales reports
Minimum Qualifications, Experience and Skills
Proven financial industry sales track record. Unit Trust sales will be an added advantage
Degree in Marketing, Diploma in sales, or any other similar qualification from a recognized institution
At least 1 years’ sales experience in financial services industry
Excellent communication skills both in English and Swahili
Self-motivation, drive and commitment
Sales and negotiation skills
Excellent reporting and presentation skills
Result driven, honest and reliable
Confident and ability to work in a multi-cultural environment
