Wealth Advisor VMWM (Commission Based)

The Wealth Advisor will establish and maintain a profitable local client base by providing current and prospective clients with sound financial advice and solutions; meet financial objectives by actively selling all products and services of the company.

MAJOR RESPONSIBILITIES 

• Achieve sales targets and other performance objectives, as agreed. 
• Keep abreast of industry trends and competitive offerings. 
• Design, implement and coordinate sales activities to achieve financial and growth targets. 
• Research the market to identify new business opportunities. 
• Develop business proposals for new members. 
• Develop creative strategies to retain members including conducting interviewsand incorporating feedback into the growth plan. 
• Generate leads and closed sales based on target customers’ lists. 
• Maintain a robust personal pipeline of prospects for investments,prospecting information via interviews, telephone calls, e-mails, promotional activities, web applications and referrals. 
• Develop action-plans for offsite sales activities and record performance activity results. 
• Secure and capture required documentation and other data for establishing accounts. 
• Accept cheques, account transfers and any other means of payments as outlined in the Group’s offsite sales procedures. 
• Full compliance with sales choreography and routines established. 
• Track and measure individual selling activities daily as required by the appropriate reporting metrics.  
• Collate and submit Sales Performance Report and any other report as requiredin a timely manner. 
• Act as an effective ‘cross referrer’ for the VM Group 
• Respond to the members’ queries and issues in alignment with the VM Group Service Standards 
• Represent the VM Group at various events to assist in building profitable relationships with existing and potential customers. 
• Commit to continuous improvement, supported by continuous training and Performance Management 
• Provide feedback on customer needs, problems, interests, competitive activities, products and services and potential for new products and services. 
• Ensures that all information accessible is handled in accordance with the Information Security (IS) Policy 

MINIMUM EDUCATION REQUIREMENTS

• Bachelor’s Degree in Marketing, Finance, Economics or equivalent qualifications from a recognized tertiary institution  

• Licensed by the Financial Services Commission (FSC) or suitable candidate for licensing.

• Jamaican Securities Course

MINUMUM REQUIREMENT

• Minimum of two (3) years’ sales and relationship management experience in the financial services industry.

• Thorough knowledge of the Jamaican Securities market industry

• Strong selling skills with the ability to identify financial needs, develop customized solutions, recommend and implement financial plans with a robust monitoring mechanism 
• Results-driven with the ability to consistently product results in a highly competitive environment