Investment Advisor

Responsibilities:

• Conducting market research to identify selling possibilities and evaluate Client needs
• Actively seeking out new sales opportunities through cold calling, networking, and social media
• Developing strategies and setting meetings with potential clients.
• Taking clients for site inspections and listening to their wishes and concerns, and introducing our investment opportunities of the company to them.
• Closing Sales.
• Daily reporting of activities.
• Client communication and Management.
• Offer and collection of sales agreements to clients and Client Management

Requirements:

• Bachelor’s degree in Finance, Business Administration, Marketing, or a related field.
• Proven work experience in sales or as an investment advisor, with a strong track record of closing deals.
• In-depth understanding of market research and customer needs analysis.
• Excellent communication and interpersonal skills to build relationships with clients and convey investment opportunities effectively.
• Proficiency in networking, cold calling, and leveraging social media for sales opportunities.
• Strong organizational skills and the ability to manage multiple client interactions and activities.
• Experience in preparing and presenting sales agreements and managing client portfolios.
• Ability to conduct site inspections and provide tailored investment solutions based on client requirements.
• Proficiency in MS Office Suite and CRM tools for activity reporting and client management.
• Self-motivated, with a results-driven approach and the ability to work independently or as part of a team.
• Flexibility to travel for site inspections and client meetings as needed.