Financial Advisor - Unit Trust Sales at Sanlam Investments East Africa (SIEA)

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