Financial Advisors
Core
Certified sales agents providing individual financial advice and executing product sales/marketing to grow client base and revenue.
Role type
Individual contributor financial sales advisor
Builds
Financial products and services for individual and corporate clients
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
sales, marketing, negotiation, networking, relationship building, financial advice
Preferred skills
BSc/HND in Insurance or Marketing, 1-3 years sales/marketing experience
Technologies
null
Responsibilities
Provide advice aligned with customer value proposition and compliance framework; Develop, track, and review business plans to meet performance targets; Execute product sales and marketing activities; Increase the clientele base of the organization
Seniority
Entry to Mid-level, individual contributor
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