Dedicated Financial Advisor - Meru

Role Overview

This position focuses on driving client acquisition and revenue growth by connecting individuals with tailored investment products. Day-to-day work involves prospecting leads, presenting financial solutions, and closing sales while building a portfolio of loyal clients. Your efforts directly support the company’s goal of expanding its market share in the investment advisory space.

Key Responsibilities

• Identify and contact prospective clients through outbound calls, referrals, and networking events.
• Explain the features and benefits of various investment products, ensuring each recommendation aligns with client financial goals.
• Manage the entire sales cycle from initial pitch to contract signing and follow-up.
• Maintain accurate records of client interactions and sales activity in the CRM system.
• Collaborate with senior advisors to handle complex inquiries or high-value prospects.
• Meet or exceed monthly sales targets and commission-based performance indicators.
• Stay updated on market trends, product updates, and regulatory changes affecting investments.
• Attend regular training sessions to deepen product knowledge and refine selling techniques.

Requirements & Qualifications

• Relevant degree or diploma from a recognised institution (e.g., finance, business, economics, or a related field).
• Must be 23 years of age or older at the time of application.
• Any certification course in investment, wealth management, or financial advising is considered a strong plus.
• Prior experience in sales—especially face-to-face or B2C roles—will be given significant weight during evaluation.
• Comfortable working in a target-driven environment with cold calling and client development.
• Excellent verbal communication and active listening skills.
• Ability to explain financial concepts in simple, persuasive terms.

What We Offer / Why Join

• Structured training programme and ongoing mentorship from experienced investment professionals.
• High commission earning potential that rewards performance without a fixed ceiling.