Job Description
About the Client
The client is an innovative, client-centred asset management firm licensed by the Securities & Exchange Commission (SEC) in Nigeria. They specialise in portfolio management, savings products, fixed income notes, and ethical investment portfolios, helping customers build financial confidence and security.
Role Overview
The Sales Agent will be responsible for driving client acquisition, nurturing relationships, and promoting investment products. This role requires a proactive, persuasive professional who thrives in financial services and is passionate about helping clients achieve their financial goals.
Key Responsibilities
• Client Acquisition & Lead Generation
• Identify and engage potential clients through networking, referrals, and direct outreach.
• Promote the products.
• Sales & Relationship Management
• Build and maintain strong client relationships to ensure long-term engagement.
• Provide tailored financial solutions aligned with client needs and goals.
• Meet and exceed monthly and quarterly sales targets.
• Customer Support
• Guide clients through onboarding and investment processes.
• Ensure excellent customer service and timely resolution of client inquiries.
What We Offer
• 120k + Performance-based incentives.
• Opportunity to grow within a reputable SEC-licensed asset management firm.
• A collaborative and supportive work environment.
The client is an innovative, client-centred asset management firm licensed by the Securities & Exchange Commission (SEC) in Nigeria. They specialise in portfolio management, savings products, fixed income notes, and ethical investment portfolios, helping customers build financial confidence and security.
Role Overview
The Sales Agent will be responsible for driving client acquisition, nurturing relationships, and promoting investment products. This role requires a proactive, persuasive professional who thrives in financial services and is passionate about helping clients achieve their financial goals.
Key Responsibilities
• Client Acquisition & Lead Generation
• Identify and engage potential clients through networking, referrals, and direct outreach.
• Promote the products.
• Sales & Relationship Management
• Build and maintain strong client relationships to ensure long-term engagement.
• Provide tailored financial solutions aligned with client needs and goals.
• Meet and exceed monthly and quarterly sales targets.
• Customer Support
• Guide clients through onboarding and investment processes.
• Ensure excellent customer service and timely resolution of client inquiries.
What We Offer
• 120k + Performance-based incentives.
• Opportunity to grow within a reputable SEC-licensed asset management firm.
• A collaborative and supportive work environment.
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