Sales Professional at Willers Solutions

RESPONSIBILITIES

• Monitor and identify clients and maintain client base through efficient interactions with clients and analyze any changes in clients 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.
• 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.
• Assist in service and sales process and provide training to sales personnel.
• Monitor all communication with and administer all income expense and provide tax status.
• Analyze all information to develop strategies and ensure achievement of all financial objectives for client.
• Administer and access comprehensive personnel and business product lines.

REQUIREMENTS

• BSc/ HND in Finance or related field
• Minimum of 2 years experience in SELLING PROOF OF FUNDS
• Experience in a finance or insurance setting is an added advantage
• Supervise all finance sales process and manage multiple responsibilities.
• Develop strategies to sell financial products like mutual funds, annuities, and insurance.