Jobs at Rosabon Financial Services

Job Summary

• As an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealth management business by acquiring new clients and fostering long-term relationships.
• This role is ideal for individuals who possess a dynamic personality, strong communication skills, and a passion for sales.
• They would possess strong negotiation skills to navigate and close deals, ensuring mutually beneficial outcomes for both clients and the company.
• The ideal candidates will always present themselves in a manner that reflects the high standards of our financial services firm. This includes maintaining a well-groomed and polished appearance, dressing in business attire that aligns with our corporate image, and exuding a professional demeanor in all client interactions.
• A neat and presentable appearance is crucial in building trust and confidence with our clients.
• While we value charisma and a sales-oriented mindset, we are seeking professionals at a junior and mid-level stage with a drive for sales in a fast paced industry.

Duties and Responsibilities

• Independently identify and acquire new clients for wealth management services through prospecting, networking, and relationship-building.
• Conduct financial needs analysis and present tailored wealth management solutions to clients, aligning with their financial goals and objectives.
• Foster strong, long-term relationships with clients by providing exceptional service, addressing inquiries, and staying informed about changes in their financial circumstances.
• Stay abreast of industry trends, market conditions, and competitor offerings to effectively position the company’s wealth management services.
• Ensure adherence to regulatory requirements and company policies in all client interactions and transactions.
• Provide regular reports on leads, client acquisition and revenue generation, highlighting achievements and areas for improvement.
• Any other tasks as assigned by the line manager.

Qualifications

• Candidates should possess a ND, HND or its equivalent in any field.
• 1-3 years’ experience in sales in any industry, sales experience within financial services or wealth management is a plus
• Charismatic personality with excellent communication and presentation skills.
• Smart and sharp Professional outlook
• Ability to work independently and meet ambitious targets.
• Adept at building and maintaining client relationships.
• High ethical standards and integrity in all financial dealings, placing the clients' best interests at the forefront.

Skills/Competencies:

• Exceptional interpersonal and relationship building skills.
• Ability to establish trust and credibility with clients.
• Effective communication to understand and address clients' financial goals.

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Job Summary

• The specific objective of the telesales is to sell products and services over digital channels particularly phone, emails, SMS and social media chats.
• This means the ideal candidate must be an excellent communicator and have superior people skills.
• They must be comfortable presenting products or services over the phone as well as dealing with complaints and doubts which lead to converting potential leads into actual transactions.
• The goal is to help the company grow by bringing in customers and developing business.

Duties and Responsibilities

• Converting customer inquiries into sales opportunities, minimum of 50 transactions monthly.
• Providing market research through outbound calling
• Surveying customer satisfaction
• Generating additional transactions outside assigned leads to meet sales targets
• Contacting potential and existing customers to inform them about a product or service using scripts
• Answering questions about products or the company
• Asking questions to understand customer requirements, sending applicable documents and requirements
• Exploring and adopting strategies to contact customers particularly RNR bucket and curate responses and feedback
• Producing reports and making recommendations to the team lead to be used as guidance in decision-making pertaining to the strategy for lead engagement and consummation
• Providing brand recognition by leaving leads with an excellent impression of a company through effective customer relations, empathy and effective communication skills
• Converting difficult leads into customers
• Cutting costs per sales while increasing conversion rates by reducing contact expenses and effectively utilizing conversation minutes per lead
• Generating investment/savings leads to meet sales target in wealth management portfolio
• Any other tasks assigned by your supervisor

Key Performance Indicators

• Minimum conversion count of 50 transactions monthly.
• Average first contact time of 1hour
• Channel utilization to maximize customer response.
• Successful outreach recorded via calls, email, chats and SMS blasts.
• Customer satisfaction scores or Net Promoter Score (NPS) related to lead engagement.
• Customer retention rate of 60%
• Generation of investment/savings account to meet monthly target

Requirements

• Candidates should possess a Bachelor's degree, HND or equivalent in any field of study.
• Experience in contact center or customer service role with ability to make minimum of 100 calls daily
• Proven track record of successfully meeting sales quota
• Previous experience in financial services particularly with a record in fund mobilization.