Sales executives

Sales executive

You will be responsible to identify, build relationships with potential 

clients / prospects and ultimately sign them up onto the our investment platform. 

You will be working closely with your manager to set weekly sales targets and 

overtime. You will be reporting to the Sales Manager.

The day-to-day activities:

• Actively seeking out new sales opportunities through cold calling,

• networking and social media.

• Setting up meetings with potential clients and listening to their wishes and

concerns.

• Interview prospective clients to get information about their financial

• background and that our products.

• Meeting or exceeding weekly, monthly, and yearly sales goals.
• Reporting to your sales manager and working closely with them in

developing and developing your goals

• Demonstrating company products, features and benefits knowledge.
• Contacting leads and setting up appointments to present company

products.

• Attending shows and other industry-related events.
• Completing regular sales reports specifying the number of sales made and

maintaining a client database sheet.

• Deliver appropriate run on products and services.
• Collaborate with team members to achieve better results.
• Gather feedback from customers or prospects and share with internal

teams.

The must have:

• High school diploma or GED.
• Bachelor's degree in Marketing, Business Administration or related field is

advantageous.

• Proven sales experience.
• The ability to retain important information.
• Sound consultative selling skills.
• Excellent networking skills.
• Strong negotiation skills.
• Effective communication skills.
• Exceptional customer service skills.