Investment Advisor at Alan & Grant

Roles Summary

• The preferred candidates will be expected to guide clients towards making efficient financial decisions and will need to have an extensive background in real estate, often with experience and resources that extend far beyond the responsibilities of buying and selling real estate. 

Key Responsibilities

• Enhance product knowledge of brand and product portfolio.
• Generate quality leads and constantly update database of Potential investors/buyers.
• Provide sufficient information on company's products to investors/buyers.
• Counsel investors/buyers on investment opportunities. Prices, ROI, and Mortgages, infrastructure and projects' features.
• Accompany buyers during visits to property and advise them on the suitability and value of the property they are visiting.
• Coordinate property closings, overseeing the signing of documents and disbursement of funds.
• Follow Monthly Sales Targets, MBOs/KPAs and task assigned by Sales Manager, Institutional Sales Manager is expected to generate good sales leads from business meetings with corporate and notable firms in different industries.
• Ensure provision of proper after sales support and services to clients.
• Organize meetings to discuss sales activities and take decisions on strategies necessary for improvement.
• People Management: As an investment advisor, you are to ensure team collaboration and easy flow of communication as required to team members. Possess a high level of emotional intelligence, most especially when resolving complaints raised by team members.
• Relationship Management: As an investment advisor, you are expected to extend relationship with other departments to ensure overall sales improvement of Palton Morgan Holdings.
• Self-Management: The candidate thrives in a collaborative environment and possesses strong problem-solving, decision-making and organizational skills.
• Achieve personal development through participation in seminars /workshops, free online training, etc.

Requirements

• University degree in any field.
• Must have completed NYSC
• Certification in sales or Business Administration (added Advantage)
• 8-9 years cognate experience in sales and must have been recognized as a top sales person/high-flier.

Competences

• Confident, well-spoken and professional
• Presentable and well-dressed always
• High level of integrity and work ethics
• Proven ability to meet and exceed target, deadline and work under pressure
• Critical thinking and analytical skills
• Excellent relationship management
• Ability to prioritize and effectively manage time
• Ability to adjust to flexible work environment easily, overtime, travel, weekends etc
• Ability to make decisions and use initiatives.
• Ability to lead and work as part of a team.
• Business Acumen and expert knowledge of industry
• Excellent negotiation and communication skills (written and verbal)

• Strong presentation and computer skills: proficiency in Microsoft Office suite