Financial Product Sales Executive at HRLeverage Africa

Job Description

• We are in need of a financial product sales executive who will be responsible for designing and implementing effective marketing strategies to sell financial services and guide buyers through this process.

Job Responsibilities

• Monitor and identify clients and maintain client base through efficient interactions with clients and analyze any changes in client’s needs.
• Coordinate with prospects to understand individual client requirement and recommend plans to ensure achievement of all objectives.
• Develop financial strategies and plans and recommend specific products to clients.
• Evaluate prospect requirements of clients and determine qualified leads through efficient networking and cold calling.
• Develop and maintain relationship with business owners, individuals, corporate executives and influential personnel with client.
• Supervise all finance sales process and manage multiple responsibilities.
• Perform all audit and security procedures, bank policies, federal regulations and ensure completion of work within deadline.
• Mange all communication with bank and provide excellent customer service and resolve any customer issues.
• Administer all clients’ queries on financial issues; manage effective resolution of all customer complaints.
• Coordinate with other departments for and maintain efficiency on all sales procedures and activities.

Job Requirements

• Minimum of a Bachelor's degree in Business, Finance, Economics, Accounting or related field.
• Proven experience as a financial product sales executive
• Good comprehension of client’s services
• Excellent skills in communication and presentation
• Experience in delivering client-focused solutions and in creating long-lasting relationships
• Ability to read customers.
• Team work, willingness to learn.
• Excellent knowledge of MS Office