Independent Financial Advisors Job Actserv
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Independent Financial Advisors Job Actserv
Key Duties and Responsibilities:
- Skillfully close sales as an independent financial advisor
- Assess clients’ needs and goals to sell Arima investment products and services
- Ensure compliance with regulatory requirements, including CMA regulation on private offers
Qualifications:
- Diploma or Bachelor’s degree in Sales and Marketing or other relevant qualification
- Experience in Sales or selling a financial product/ similar role in the Financial Services industry
- Investment industry knowledge- an added advantage.
- Commitment to professional values and integrity
- Displays initiative, self drive and passion of work
- Strong prospecting, salesmanship, communication, networking, client retention and relation skills
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