• Financial Services Sales Agent at Growth Partners

  • Posted on: 14 February, 2018 Deadline: Not Specified
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    Growth Partners is rated by many sales managers and business owners as the best sales training company Kenya .The firm offers sales courses such as basic sales and marketing courses, corporate sales training and public sector sales courses.

    We also offer cutting edge sales talent selection solutions ranging from comprehensive sales recruitment services to sales aptitude testing and sales personality profiling as well as sales on-boarding solutions for new sales hires.

    Financial Services Sales Agent


    Our Client who is a financing company is looking for a results-driven sales representative to actively seek out and engage customer prospects. They will be tasked with showcasing their product to prospective clients in order to boost top-line revenue growth. They specialize in giving companies and individuals loans for growth purposes.


    • Sell financial services to businesses and individuals.
    • Recommend certain services such as life insurance, retirement income, investments, and long-term care insurance.
    • Build relationships with clients and communities.
    • Provide solutions for short and long-term financial goals.
    • Help clients achieve financial security.
    • Present products and services via a presentation or slideshow.
    • Determine clients’ financial needs and areas of improvement.
    • Determine security risks.
    • Develop prospects from current commercial customers, referral leads, and sales and trade meetings.
    • Negotiate sales agreements and contracts.
    • Take payments.
    • Prepare forms or agreements.
    • Determine future growth.
    • Advice customers regarding expected fluctuations.
    • Make presentations on financial services to groups in order to attract new clients.
    • Use financial, tax, economics and accounting skills to review a client’s personal data and recommend investment strategies that are appropriate to the client’s goals.
    • Determine whether loans must be obtained to meet cash requirements or whether surplus cash can be invested.
    • Solicit business, authorize loans, and direct the investment of funds.


    • Proven work experience as a sales representative.
    • Highly motivated and target driven with a proven track record in sales.
    • Excellent selling, communication and negotiation skills.
    • Prioritizing, time management and organizational skills


    Retainer is Kshs 15,000 – 20,000 Plus commission

    Method of Application

    If you meet the qualifications send your application to recruit@growthpartners.co.ke

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