Financial Advisor at Actserv

Job Ref: ACT/ARM/2023/02-01

Key Duties and Responsibilities:

• Identify and cultivate appropriate prospective clients, and follow up on new business opportunities
• Fearless cold calling & business generation
• Assess clients' needs and goals
• Skillfully closing sales
• Diversification creative and effective sales approaches, solutions and proposals
• Market research and analysis
• Recommend and execute strategies in line with the company’s objective
• Follow Securities and Exchange Commission regulations
• Performing other related tasks as may be assigned from time to time.

Qualifications:

• Bachelor's degree in Sales and Marketing or business related field
• 1-2 years of experience as a Financial Advisor or selling a financial product or similar role
• Computer literate
• Commitment to professional values and integrity.
• Displays initiative, self drive, ownership of work, adaptability & flexibility
• Strong technical, analytical, communication, problem solving, client engagement, project management, leadership and salesmanship skills