Retail Sales Executive needed at Alan & Grant – Apply Now

Job Description

• Market and sell a range of financial products while providing the best advice and a quality service
• Devise and execute business development strategies to attract and acquire new clients
• Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon
• Advise clients regarding the advantages and disadvantages of different investment strategies
• Cross-checking & Collation of Retirement Saving Account Forms
• Ensuring that enrollees submit their Certificate of Membership to the necessary quarters
• Liaise with the accounts section of the client office to ensure quick remittance of staff contributions as quickly as PINS are generated and delivered
• Responsible for the management of clients accounts and feedback on the quality of service delivered to ensure improvement and world-class service
• Create, implement, and continually review, a plan that includes strategies designed to help clients pursue their long-term goals
• Achieve client satisfaction and loyalty through excellent service
• Perform other duties as assigned by the Head, Investment Platform.

Requirements

• Experience in retail financial services and a proven track record in a sales or target driven environment.
• Excellent communication skills, common sense, and an empathetic ear.
• Strong customer service and relationship management skills.
• Motivation to learn, sell, and grow
• Good mathematical and computer skills
• High degree of self-confidence
• Sound knowledge of investment products and markets and ability to apply this knowledge