Job
Title/Function: IFA
Department: Business Development
Reports to: Senior Advisor
Job Scope
Department: Business Development
Reports to: Senior Advisor
Job Scope
Overall Purpose of the Job
- After
understanding client needs, to explain to the client what gaps they have
in their financial planning and provide solutions for these
gaps.
- To
get the client to sign up with solutions from us.
- To
provide “wow” after sales service.
Main Activities and Tasks
- Achieve
sales targets set by management
- Prospect
clients through:
- cold
calling
- Personal
networking
- Standard
referral system
- Group
presentations
- Participating
in expos and marketing events
- Create
need for WIS products in prospective clients
- Generate
business via cross-selling to existing clients
- Present
periodic reports on performance to supervisor
- Attend
and participate company sponsored corporate events
- Liaise
with internal departments in order to service clients.
- Service
existing client via:
- Personal
visits
- Telephone
calls
- Email
correspondence
Job Specifications
Education /Professional Qualifications:
Education /Professional Qualifications:
- University
degree, preferably in a Business related field.
- Professional
qualification in financial advisory
- Computer
literate and possessing excellent communication, organizational and
presentation skills.
- Knowledge
of the local and International Financial Markets.
Skills:
Communication
- Must
have good communication skills that reflect a professional image of the
Company in order to cultivate and develop a long-term relationship with
clients.
- Excellent
verbal and written communication skills.
- Ability
to work with minimum supervision.
- Should
be able to comprehend and execute instructions from superiors.
- Outgoing
and passionate about working with and for people.
Co-operation
- Should
be able to work closely as a team member with colleagues and superiors.
Initiative
- Innovative,
proactive and creative, especially with regards to developing systems,
policies, procedures and problem solving.
- Must
be able to react and keep abreast of daily changes in the industry.
- Must
be able to think fast and provide solutions to problems and client
expectations.
- Should
have the ability to develop and derive new procedures and processes to
improve customer service.
Adaptability
- Should
be able to handle pressure and stress of customer and staff demands.
- Should
be able to handle pressure and stress of an excessive workload and extra
responsibilities at times.
- Is
open to and is able to cope with change, is able to deal with ambiguity as
a result of change.
- Good
time management and multi tasking skills.
Experience
- At
least 1 year experience on selling financial products, or 3 years
experience in Corporate Sales.
Personality Requirements:
- Honest
and Hardworking with the ability to maintain the highest level of confidentiality
in all correspondence and process.
- Quick
thinker – is able to think on their feet.
- Resilient
– Emotionally restrained, rarely upset by criticism.
- Takes
the initiative within the freedom to act.
- Optimistic
– Able to keep spirits up despite setbacks.
- Innovative
– generates ideas, showing ingenuity and thinks up solutions.
- Achievement/
results oriented – Needs to do well, enjoys challenges, and is strongly
motivated to achieve impressive results.
- Assertive
- will put forward an idea or view despite opposition and without
violating rights of others.
- Affiliative
– shares with and consults others, enjoys working in a collaborative
context.
- Socially
Confident – At ease with meeting people, knows what to say and is quick to
establish rapport.
Email CV to monicah.kimani@hallmarkrecruitment.com