Description

1. Sales and Service:
   • Promote and sell financial security products, including insurance policies, retirement plans, and investment products.
   • Provide personalized advice and recommendations to clients based on their financial goals and needs.
   • Build and maintain strong relationships with clients to ensure their ongoing satisfaction and loyalty.
2. Market Growth:
   • Actively prospect for quality prospects on a daily basis to maintain a steady flow of new clients.
   • Identify and pursue new business opportunities through networking, referrals, and other sales activities.
3. Prospecting and Lead Generation:
   • Proactively prospect for quality prospects to expand the client base and drive sales growth.
   • Conduct outreach to potential clients through cold calling, email campaigns, and other prospecting methods.
   • Qualify leads and prioritize sales activities to maximize efficiency and results.
4. Client Relationship Management:
   • Cultivate and nurture relationships with clients to understand their financial needs and objectives.
   • Provide ongoing support and assistance to clients, addressing any questions or concerns they may have.
   • Regularly review clients' financial portfolios and recommend adjustments or additional products/services as needed.

• Between the ages of 30-45
• Minimum 5 O'Levels (Inclusive of Maths and English)
• Tertiary education is an asset.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Self-motivated and results-oriented, with a drive to achieve and exceed sales targets.
• Proven track record of success in sales, with experience in financial services or related industries preferred.
• Has a good working vehicle