Direct Sales Advisory Job at You Centred Consulting

You Centred Consulting - Our client is recruiting to fill the position below:

Job Position: Direct Sales Advisory (DSA)

Job Location: Nationwide
Industry: Financial Sector
Employment Type: Full Time / Permanent
Start Date: Immediately

Key Responsibilities


  • Analyze clients’ financial statuses (e.g., income, expenses and liabilities)
  • Examine and suggest financial opportunities (e.g., insurance plans, investments)
  • Contacting leads and setting up appointments to present company products.
  • Preparing sales proposals for potential buyers.
  • Completing regular sales reports specifying the number of sales made.
  • Customize financial plans according to clients’ changing needs
  • Help clients implement their plans and carry out transactions
  • Develop sound plans and budgets for clients
  • Meeting or exceeding weekly, monthly, and yearly sales quotas.
  • Canvassing assigned territories to present company products to potential customers.
  • Present and sell suitable financial products and services
  • Present and market financial products and services.
  • Build strong relationships to retain existing clients
  • Maintain updated knowledge of regulations, practices, and financial products

Role Requirements

  • First Degree (HND, B.Sc. BA etc) in Marketing, Business Administration or related field is advantageous.
  • At least 1-3 years of experience in related fields.

Other Qualities:

  • Sound consultative selling skills.
  • Excellent networking skills.
  • Strong negotiation skills.
  • Effective communication skill

Method of Application
Interested and qualified candidates should send their CV / Applications Letter to: resourcing@halogen-group.com using the Job Position and location as the subject of the mail.