Director of Sales, Financial Services

August 22, 2022
Urgent

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Job Description

…whatever you do, do everything for the glory of God. 1 Corinthians 10:31

Our mission is to develop a team of dedicated professionals who view one another as peers, associates & partners. Each member can rely upon the integrity, drive, empathy and support of their associates to work towards being a world-class financial agency that honours God.

When you’re spending the majority of your week with people of faith, it’s easy to maintain productivity, provide quality services, and have a little fun.

Are you looking to
  • integrate and practice your faith in your daily work life?
  • help others but also secure an enriching and successful career?
Job Description
  • Work with clients to help them to understand their business needs and goals
  • Identify and close potential clients
  • Close new business from cold calls and inbound warm leads
  • Increase the value of current clients while acquiring new ones
  • Develop quotes and proposals for clients
  • Contact potential and existing clients to establish rapport and arrange meetings
  • Group and Employee benefit consulting
  • Business succession planning
Job Requirement
  • Minimum 2 years of financial sales experience with proven wealth management sales track
    record
  • Knowledge of securities and insurance industries
  • Experience in providing quality financial advice
  • Accreditation in Certificate of Health Insurance and CMFAS Modules 5, 9, and 9A.
  • Shortlisted candidates will be notified for a 1 to 1 session to assess further suitability
  • Knowledge on Trust set-up and experience dealing with high net-worth individuals will be an advantage

Our Culture