Job Summary

• Marketers are expected to apply pro-active, methodical and innovative working practices to identify and develop renewable business opportunities, create and maintain strong client relationships, market and sell a range of financial products whilst providing best advice and a quality service. Locations: Lagos, Abuja, Port-Harcourt and Onitsha

Principal Duties and Responsibilities

• Market and sell a range of financial products whilst providing best advice and a quality service
• Devise and execute business development strategies to attract and acquire new clients
• Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon
• Advise clients regarding the advantages and disadvantages of different investment strategies
• Cross checking & Collation of Retirement Saving Account Forms
• Ensuring that enrollees submit their Certificate of Membership to the necessary quarters
• Liaise with the accounts section of the client office to ensure quick remittance of staff contributions as quickly as PINS are generated and delivered
• Responsible for the management of clients accounts and feedback on the quality of service delivered to ensure improvement and world-class service
• Create, implement, and continually review, a plan that includes strategies designed to help clients pursue long term goals
• Achieve client satisfaction and loyalty through excellent service
• Perform other duties as assigned by the Head, Investment Platform.

Other Requirements

• Sound knowledge of investment products and markets and ability to apply this knowledge
• Experience in retail financial services and a proven track record in a sales or target driven environment.
• Excellent interpersonal and communication skills to effectively uncover and resolve complex customer and employee issues.
• Excellent communication skills, common sense, and an empathetic ear
• Strong customer service and relationship management skills.
• Excellent knowledge of back office operations
• Excellent entrepreneurial orientation.
• Excellent people management skills.
• Excellent problem analysis and solving skills.
• Ability to manage multiple priorities.
• Good appreciation and working knowledge of office productivity tools.
• Competitive drive and achievement oriented
• Motivation to learn, sell, and grow
• Good mathematical and computer skills
• High degree of self-confidence

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