Sales Legion

Job title : Sales Legion jobs in Lagos Job Location : Lagos Deadline : August 13, 2024 Quick Recommended Links

Job Summary

• To generate income in line with the set target of the company
• To generate new business ideas and devise strategies for acquiring new clients and ensuring repeat business from existing clients.

Job Details

• Engaging clients to determine their expenses, income, financial objectives, risk tolerance and other information needed to develop a financial plan.
• Being responsive to client inquiries about what the financial markets updates are to make financial plans, strategies and to proffer financial advice.
• Advising on financial strategies for Affluent, High Net-worth Individuals and Institutions clients by providing customized recommendation to help them meet their investment goals and other areas to help them reach financial objectives.
• Proffering investment products to help client meet their investment goals.
• Reviewing client accounts and plans on a regular basis to understand if economic changes, situational concerns, or financial performance necessitate changes in their financial plan.
• Preparing and interpreting the financial document summaries, investment performance reports and income projections for clients on a regular basis.
• Managing and updating client portfolios by contacting them regularly to discover changes in their financial status.
• Building and maintaining client base through attending seminars, deliberately being a part of their live endeavours.
• Generate market intelligence for consistent improvement of new/existing products.
• Generate weekly/monthly reports on the progress of the conversion.
• Demonstrate the desire to gain adequate knowledge of core wealth management services and take practical steps to achieve the same.
• Achieve nil record of client complaint/dissatisfaction and work with the team to provide speedy resolution should any complaint arise.
• Any other assignment as may be assigned by your supervisor

Requirements

• 2-10 years’ sales experience in financial services.
• Bachelor’s degree
• Good Presentation skills
• Proficiency in the usage of Microsoft Office tools
• Leadership skills
• Proactive decision-maker
• Self-starter
• Sound ethics and integrity.
• Flair for business development & strategic thinking
• Flair for Client Experience Management

Sales / Retail / Business Development jobs in Nigeria
Sales Legion in Lagos