Financial Advisor Internship at Ital Global

About the Client:

Our Client is among the leading Financial Consultant Firms dedicated to providing expert financial advice and solutions to her clients. With a strong focus on integrity, professionalism, and client satisfaction, our Client aim to help her clients achieve their financial goals. 

Qualifications and Requirements

• Diploma in Sales & Marketing, Business Administration, Bcom, Mathematics, or any related.
• Must be adept in the use of computer software particularly Excel, PowerPoint and Word, Internet and current social media tools.
• Excellent communication skills.
• High level of professionalism and commitment.
• Self-driven/motivated and ambitious person.
• Responsible and courageous.
• Dedicated & honest.
• Presentable (well-groomed and neat).
• Open and ready to learn.
• Always prepared and reliable person.
• Hard worker and punctual personality

Competencies and Skills required:

• Excellent in Prospecting and meeting prospects targets.
• Outstanding at creating rapport and building trust.
• Customer centered in sales.
• Excellent at presentation of solutions to clients.
• High conversion rate on prospects to closed sales.
• Excellent customer service.
• High Referral rate from closed sales.
• High up-sales and cross sales skills.
• Superb at networking.
• Exemplary at social media marketing.
• Remarkable at reporting.
• High achiever on set targets.

Key Responsibilities and Duties

• To assist in achieving daily lead generation target.
• To assist in attaining daily target on prospects, presentations and sales.
• To assist in continuous improvement in sales conversion rate.
• To assisting in scheduling and preparing for appointments with key decision makers.
• To assist in building instant rapport with the prospects with a long-term relationship building goal.
• To assist in developing excellent listening skills by asking the right questions with the aim of understanding the prospects’ pain or needs.
• To assist in tailoring the sales proposition upon farther research and understanding of the prospect pain points and propose the benefits.
• To assist in designing a winning proposition with the support of your supervisor.
• To assist in following up and following through on the sales.
• To assist in keeping the customer happy by over delivering and constant education with value content with the support of your supervisor.
• To assist in dealing with customer complains positively.
• To assist in maintaining customer data record, update and report daily.
• To assist in performing after sale services to continuously improve customer service and sales funnels by collecting referrals.
• To assist in achieving agreed upon targets.