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U

Personal Financial Advisors

UAP Group

Trades & Services

Today

Job summary

Sell investment schemes to prospective and existing clients; Account management for existing clients;

Experience Level: Experience Length:

Job descriptions & requirements


Description:

Reporting to the Ass. Sales Manager /Sales Manager and operating in a highly competitive and dynamic environment, this challenging position requires the candidates to perform the following functions:

 

The main role of the position of a Personal Financial Advisor is to sell products and investment solutions to prospective and existing clients.

 

 

Job Duties

  • Sell investment schemes to prospective and existing clients;
  • Account management for existing clients;
  • Meet and exceed challenging but achievable sales targets;
  • Work in a high-pressure environment that offers minimum supervision.

 

 

 

Qualifications

Successful candidates will need to possess the following skills and experience:

  • An appropriate qualification/training in sales and marketing;
  • Aged 26 years and above.
  • Proven experience and success in selling financial services products: experience of selling unit trust investment or insurance products would also be an added advantage;
  • A high sales drive and a strong will to succeed;
  • Mature, confident, articulate and with strong communication skills;
  • Results oriented with ability to work under strict deadlines and meet sales targets;
  • COP in insurance or its equivalent professional certification, added advantage
  • Well groomed, presentable and strong interpersonal skills;

 

 

Remuneration is an attractive and highly rewarding Commission based structure, with good financial assistance benefits for productive sales people.

 

 

If this position is of interest to you, please email your detailed curriculum vitae

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