Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability.
Requirements
- Matric/ N4 Equivalent Qualification.
- 5 years experience for individuals with matric/1-2 years experience for individuals with an undergraduate degree
- FAIS requirements based on DOFA date
- Computer literate
- Fluency in English
- Own Transport
- Conduct needs analysis to understand and enhance clients financial wellness.
- Create financial plans for clients that address their financial wellness needs.
- Offer solutions (products) to clients to address their financial wellness needs.
- Present information sharing sessions on financial planning topics.
