Financial Services Sales Agent Job (15-20K) Feb  2018


Career vacancy Financial Services Sales Agent Job (15-20K)

Employment vacancy Financial Services Sales Agent Job (15-20K)

Financial Services Sales Agent Job at Growth Partners

Our Client who is a financing company is looking for a results-driven sales representative to actively seek out and engage customer prospects. They will be tasked with showcasing their product to prospective clients in order to boost top-line revenue growth. They specialize in giving companies and individuals loans for growth purposes.


  • Sell financial services to businesses and individuals.
  • Recommend certain services such as life insurance, retirement income, investments, and long-term care insurance.
  • Build relationships with clients and communities.
  • Provide solutions for short and long-term financial goals.
  • Help clients achieve financial security.
  • Present products and services via a presentation or slideshow.
  • Determine clients’ financial needs and areas of improvement.
  • Determine security risks.
  • Develop prospects from current commercial customers, referral leads, and sales and trade meetings.
  • Negotiate sales agreements and contracts.
  • Take payments.
  • Prepare forms or agreements.
  • Determine future growth.
  • Advice customers regarding expected fluctuations.
  • Make presentations on financial services to groups in order to attract new clients.
  • Use financial, tax, economics and accounting skills to review a client’s personal data and recommend investment strategies that are appropriate to the client’s goals.
  • Determine whether loans must be obtained to meet cash requirements or whether surplus cash can be invested.
  • Solicit business, authorize loans, and direct the investment of funds.


  • Proven work experience as a sales representative.
  • Highly motivated and target driven with a proven track record in sales.
  • Excellent selling, communication and negotiation skills.
  • Prioritizing, time management and organizational skills


  • Retainer is Kshs 15,000 – 20,000 Plus commission

How to Apply

If you meet the qualifications send your application to

Subject: Financial Services Sales Agent