Job Title / Function: Independent Financial Advisors
Department: Business Development
Reports to: Senior Advisor
Department: Business Development
Reports to: Senior Advisor
Overall Purpose of the Job
After understanding client needs, to explain to the client what gaps they have in their financial planning and provide solutions for these gaps.
To get the client to sign up with solutions from us.
To provide “wow” after sales service.
Main Activities and Tasks
To provide “wow” after sales service.
Main Activities and Tasks
Achieve sales targets set by management
Prospect clients through:
Cold calling
Personal networking
Standard referral system
Group presentations
Participating in expos and marketing events
Cold calling
Personal networking
Standard referral system
Group presentations
Participating in expos and marketing events
- Create need for WIS products in prospective clients
- Generate business via cross-selling to existing clients
- Present periodic reports on performance to supervisor
- Attend and participate company sponsored corporate events
- Liaise with internal departments in order to service clients.
- Service existing client via:
Personal visits
Telephone calls
Email correspondence
Telephone calls
Email correspondence
Education / Professional Qualifications
- University degree, preferably in a Business related field.
- Professional qualification in financial advisory
- Computer literate and possessing excellent communication, organizational and presentation skills.
- Knowledge of the local and International Financial Markets.
Skills
Communication
Communication
- Must have good communication skills that reflect a professional image of the Company in order to cultivate and develop a long-term relationship with clients.
- Excellent verbal and written communication skills.
- Ability to work with minimum supervision.
- Should be able to comprehend and execute instructions from superiors.
- Outgoing and passionate about working with and for people.
Co-operation
- Should be able to work closely as a team member with colleagues and superiors.
Initiative
- Innovative, proactive and creative, especially with regards to developing systems, policies, procedures and problem solving.
- Must be able to react and keep abreast of daily changes in the industry.
- Must be able to think fast and provide solutions to problems and client expectations.
- Should have the ability to develop and derive new procedures and processes to improve customer service.
Adaptability
- Should be able to handle pressure and stress of customer and staff demands.
- Should be able to handle pressure and stress of an excessive workload and extra responsibilities at times.
- Is open to and is able to cope with change, is able to deal with ambiguity as a result of change.
- Good time management and multi tasking skills.
Experience
- At least 1 year experience on selling financial products, or 3 years experience in Corporate Sales.
Personality Requirements
- Honest and Hardworking with the ability to maintain the highest level of confidentiality in all correspondence and process.
- Quick thinker – is able to think on their feet.
- Resilient – Emotionally restrained, rarely upset by criticism.
- Takes the initiative within the freedom to act.
- Optimistic – Able to keep spirits up despite setbacks.
- Innovative – generates ideas, showing ingenuity and thinks up solutions.
- Achievement/ results oriented – Needs to do well, enjoys challenges, and is strongly motivated to achieve impressive results.
- Assertive - will put forward an idea or view despite opposition and without violating rights of others.
- Affiliative – shares with and consults others, enjoys working in a collaborative context.
- Socially Confident – At ease with meeting people, knows what to say and is quick to establish rapport.
Email: muthoni.ngaru@hallmarkrecruitment.com
