Responsibilities:
- Meeting or exceeding monthly, and yearly sales quotas.
- Canvassing assigned territories to present company products to potential customers.
- Assisting management in identifying viable marketing and pricing strategies.
- Collection and investment onboarding.
- Marketing of financial products.
- Demonstrating product features to customers.
- Contacting leads and setting up appointments to present company products.
- Completing order forms and submitting them for processing.
- Attending trade shows and other industry-related events.
- Preparing sales proposals for potential buyers.
- Completing regular sales reports specifying the number of sales made.
Requirements:
· Minimum of ND in marketing.
· Minimum of 1 year experience in the sales of any financial product.
· The ability to retain important information.
· Sound consultative selling skills.
· Excellent networking skills.
· Strong negotiation skills.
· Effective communication skills.
· Exceptional customer service skills.




