Sales Agent at Doheney Services Ltd

Role Overview

The Sales Agent will be responsible for driving client acquisition, nurturing relationships, and promoting investment products. This role requires a proactive, persuasive professional who thrives in financial services and is passionate about helping clients achieve their financial goals.

Key Responsibilities

Client Acquisition & Lead Generation

• Identify and engage potential clients through networking, referrals, and direct outreach
• Promote investment products to prospective clients

Sales & Relationship Management

• Build and maintain strong client relationships to ensure long-term engagement
• Provide tailored financial solutions aligned with client needs and goals
• Meet and exceed monthly and quarterly sales targets

Customer Support

• Guide clients through onboarding and investment processes
• Ensure excellent customer service and timely resolution of client inquiries

Required Qualifications & Skills

• Strong communication, negotiation, and interpersonal skills
• Proven ability to meet and exceed sales targets
• Self-motivated, results-driven, and customer-focused mindset
• Knowledge of investment products and financial markets (advantageous)