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Role Summary:

Responsible for providing financial solutions to existing and prospective customers based on their financial needs. He or She is expected to partner clients or customers to achieve their dreams by demonstrating exceptional knowledge of the company’s products and services while offering tailor made financial solutions to meet their needs now and in the future

Qualifications

  1. First Degree in Business Administration, Accounting, Marketing, Economics etc.
  2. Minimum 2 years’ post national service work experience in Sales, preferably in the retail space
  3. Experience selling financial products such as investments, loans, insurance etc.

Key Responsibilities:

  1. Conduct financial need analysis to develop and implement a customized financial plan to achieve the financial goals of customers
  2. Achieve targets through effective planning and time management.
  3. Proactively build and maintain a pool of customers through presenting our innovative products and providing professional Financial Advisory services.
  4. Submit daily and weekly reports.
  5. Identify key opportunities for revenue growth.
  6. Support and guide customers through the decision-making process by displaying exceptional product knowledge and customer centeredness.
  7. Regularly reviewing customer’s portfolios/accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
  8. Conduct competitor analysis.
  9. Other duties relating to the role 


Must have skills

Self-confident and Self-motivated 

Selling and persuasiveness 

Presentation skills 

Team player 

Ability to build and nurture relationships 

Verbal and Written Communication 

Analytical Skills 

Planning and Time Management 

Proficiency in Excel, MS Word and PowerPoint 

A Valid driver's license with at least 2 years driving experience in Ghana




Salary

Ghc 5000

Monthly based

Location

Ghana

Job Overview
Job Posted:
1 week ago
Job Expire:
2w 6d
Job Type
Full Time
Job Role
Education
Bachelor Degree
Experience
2- 3 Years
Slots...
Multiple

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Location

Ghana