Other Jobs

Permanent/Full Time

1 - 3 Years

First Degree

Insurance Jobs

Not Specified

▪ A minimum of 2 years work experience in a sales related role, preferably in a retail, finance or insurance environment. ▪ Bachelor’s degree in Business Administration, Marketing, Finance, Economics, or any related field. ▪ A good understanding of the sales process and market dynamics ▪ Excellent communication, good planning, organization, people management and report writing skills ▪ Excellent negotiation and presentation skills ▪ Customer-centric approach to problem solving

2023-09-20

The financial advisor will provide financial solutions to existing and prospective customers based on their financial needs.

The role placer is expected to partner clients or customer to achieve their dreams by demonstrating exceptional knowledge in the company’s products and services while offering tailor-made financial solutions to meets their needs now and in the future.

• Conduct customer’s financial need analysis in order to develop and implement a customized financial solution for customers


• Achieve revenue sales targets 


• Proactively build and a maintain a pool of customers


• Prospecting customers by presenting our innovative products and providing professional financial advisory services


• Submit daily and weekly report


• Identify key opportunities for revenue growth. 


• Support and guide customers through the decision-making process by displaying exceptional product knowledge and customer centeredness


• Regularly reviewing customer’s portfolios/accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment


• Conduct competitor analysis


• Complete all other duties relating to the role

Airport Residential Area

Greater Accra

113, Airport West, Dzorwulu