Investment Advisor



  • Cold call on the data that is provided
  • Maintenance of lead sheet that contains all the data
  • Time to time follow-ups with the clients
  • Schedule meetings with clients
  • Assist Manager in maturing Sales Leads
  • Maintain and submit a daily work report
  • Understand the needs of your business customers
  • Present the project favourably and in a structured professional way face-to-face
  • Managing project sales, building pipeline
  • Acquire and demonstrate project knowledge as per requirement
  • Record sales and order information, send copies to the sales office or enter figures into a computer system
  • Represent the company at trade exhibitions, events, and demonstrations
  • Review your own sales performance, aiming to meet or exceed targets

Organization Agency21 International
Industry Insurance Jobs
Occupational Category Investment Advisor
Job Location Islamabad,Pakistan
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2023-01-25 8:40 am
Expires on 2023-03-11