Job Title / Function: Independent Financial Advisors
Department:Business Development
Reports to: Senior Advisor
Department:Business Development
Reports to: Senior Advisor
Overall Purpose of the Job
After understanding client needs, to explain to the client what
gaps they have in their financial planning and provide solutions
for these gaps.
To provide “wow” after sales service.
Main Activities and Tasks
Achieve sales targets set by management
Prospect clients through:
Cold calling
Personal networking
Standard referral system
Group presentations
Participating in expos and marketing events
Cold calling
Personal networking
Standard referral system
Group presentations
Participating in expos and marketing events
- Create need for
WIS products in prospective clients
- Generate
business via cross-selling to existing clients
- Present periodic
reports on performance to supervisor
- Attend and
participate company sponsored corporate events
- Liaise with
internal departments in order to service clients.
- Service existing
client via:
Personal visits
Telephone calls
Email correspondence
Telephone calls
Email correspondence
Education / Professional Qualifications
- University
degree, preferably in a Business related field.
- Professional
qualification in financial advisory
- Computer
literate and possessing excellent communication, organizational and
presentation skills.
- Knowledge of the
local and International Financial Markets.
Skills
Communication
Communication
- Must have good
communication skills that reflect a professional image of the Company in
order to cultivate and develop a long-term relationship with clients.
- Excellent verbal
and written communication skills.
- Ability to work
with minimum supervision.
- Should be able
to comprehend and execute instructions from superiors.
- Outgoing and
passionate about working with and for people.
Co-operation
- Should be able
to work closely as a team member with colleagues and superiors.
Initiative
- Innovative,
proactive and creative, especially with regards to developing systems,
policies, procedures and problem solving.
- Must be able to
react and keep abreast of daily changes in the industry.
- Must be able to
think fast and provide solutions to problems and client expectations.
- Should have the
ability to develop and derive new procedures and processes to improve
customer service.
Adaptability
- Should be able
to handle pressure and stress of customer and staff demands.
- Should be able
to handle pressure and stress of an excessive workload and extra
responsibilities at times.
- Is open to and
is able to cope with change, is able to deal with ambiguity as a result of
change.
- Good time
management and multi tasking skills.
Experience
- At least 1 year
experience on selling financial products, or 3 years experience in Corporate
Sales.
Personality Requirements
- Honest and
Hardworking with the ability to maintain the highest level of
confidentiality in all correspondence and process.
- Quick thinker –
is able to think on their feet.
- Resilient –
Emotionally restrained, rarely upset by criticism.
- Takes the
initiative within the freedom to act.
- Optimistic –
Able to keep spirits up despite setbacks.
- Innovative –
generates ideas, showing ingenuity and thinks up solutions.
- Achievement/
results oriented – Needs to do well, enjoys challenges, and is strongly
motivated to achieve impressive results.
- Assertive - will
put forward an idea or view despite opposition and without violating
rights of others.
- Affiliative –
shares with and consults others, enjoys working in a collaborative
context.
- Socially
Confident – At ease with meeting people, knows what to say and is quick to
establish rapport.
Email: muthoni.ngaru@hallmarkrecruitment.com
