Sales Trainee at Optiva Capital Partners

Optiva Capital Partners is a wealth management company specializing in investment immigration, investment advisory and insurance services.

Sales Trainee

Lagos State

Full-Time

Sales trainee/Executive trainee will be expected to initiate, maintain, and deepen new/existing business

relationships as a primary core function. As an everyday field-based employee, he/she is equally expected to perform a daily field function of prospecting and attracting high net-worth individuals . This will involve speaking (face-to-face,
telephone, virtually, etc.) to a specified number of profile- matched high net-worth individuals with a prime objective of introducing the company’s services, getting them interested and then connecting them to engagement team to enable closure, thereby converting them into clients.

In summary, a sales trainee/executive trainee shall engage in new business acquisition, upselling, and cross-selling from our offerings’ menu of wealth retention services.

DUTIES & RESPONSIBILITIES:
• Initiate, plan and execute daily field sales calls.
• Attend scheduled sales process and product training.
• Weekly submission of profiled interested clients.
• Mapping out good catchment areas for prospecting.
• Maintain good relationships with high net-worth individuals and also follow up for referrals.
• Facilitate the provision of product quotes to clients.

EDUCATION / EXPERIENCE
• At least NYSC discharge certificate.
• Working experience is an added advantage.

SALARY EXPECTATIONS
Up to 500,000

METHOD OF APPLICATION
Interested and qualified candidates should fill out the form attached in the link below

https://forms.office.com/r/hPQeRB5Wzp

OR send mail to

recruitment@optivacp.com

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