Independent Financial Advisors (Ifas) At 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