Direct Sales Advisor (DSA) at You Centred Consulting

Key Responsibilities

• Analyze clients' financial statuses (e.g., income, expenses and liabilities)
• Examine and suggest financial opportunities (e.g., insurance plans, investments)
• Develop sound plans and budgets for clients
• Meeting or exceeding weekly, monthly, and yearly sales quotas.
• Canvassing assigned territories to present company products to potential customers.
• Contacting leads and setting up appointments to present company products.
• Preparing sales proposals for potential buyers.
• Completing regular sales reports specifying the number of sales made.
• Customize financial plans according to clients’ changing needs
• Help clients implement their plans and carry out transactions
• Present and sell suitable financial products and services
• Present and market financial products and services.
• Build strong relationships to retain existing clients
• Maintain updated knowledge of regulations, practices, and financial products.

Role Requirements

• OND, HND, BA, BSc, BEd.
• At least 1-2 years experience in related fields

Other Qualities:

• Sound consultative selling skills.
• Excellent networking skills.
• Strong negotiation skills.
• Effective communication skill.