Financial Advisor
1 month ago
ABOUT THE COMPANY
ACTSERV is an actuarial consulting firm with over two decades of business visibility. Having grown in scale and market share, we strive to improve on our service offering by embarking on adaptive technology that delivers cutting edge solutions. This allows us to walk with client teams in delivering on their value propositions.
JOB SUMMARY
Qualifications:Bachelor’s degree in Sales and Marketing or other relevant business-related field1-2 years’ experience selling a financial product or in a sales role in the Financial Services industryInvestment industry knowledge – an added advantage.Commitment to professional values and integrityDisplays initiative, self-drive, ownership of work, adaptability and flexibilityStrong prospecting, salesmanship, negotiation, communication, networking, client relations, problem-solving & computer skills
RESPONSIBILITIES
Market research and analysisFearless cold calling for business generationParticipate in product launches and campaignsClient engagement and relationships managementSkillfully closing sales and meeting the allocated sales targetsQuality lead generation and effective follow-up on prospective opportunitiesRecommend and execute business strategies in line with the company’s objectiveAssess clients’ needs and goals to sell & cross-sell Arima investment products and servicesEnsure compliance with regulatory requirements, including CMA regulation on private offersPerforming other related tasks as may be assigned from time to time.
REQUIRED SKILLS
Negotiation, Market research, intelligence, Customer service, Business development, Direct sales, Sales strategy, Investment advise, After sales, Customer support, CRM systems, Marketing
REQUIRED EDUCATION
Bachelor's degree
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