Sales Trainee at Optiva Capital Partners

‍Optiva Capital Partners Limited, a premier institution in wealth management and investment immigration, is dedicated to guiding our esteemed clientele toward financial success and global mobility. With our profound expertise and tailored approach, we offer a wide range of services that enable individuals and families to navigate the complexities of international investment immigration. Our services are designed with your aspirations in mind, offering tailored solutions encompassing investment immigration and wealth enhancement.

We are recruiting to fill the position below:

Job Title: Sales Trainee

Location: Lagos
Employment Type: Full-time

Description 

• A 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 high net worth individuals to our company.
• 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 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 daily prospecting and product training.
• Weekly submission of profiled interested clients
• Mapping out good catchment areas for prospecting.
• Maintain good relationships with high networth individuals
• Facilitate the provision of product quotes to clients

Education / Experience

• At least NYSC discharge certificate
• Minimum of working experience in any sector
• Age: 21-27 years

Application Closing Date
22nd June, 2025.

How to Apply
Interested and qualified candidates should forward their CV to: recruitment@optivacp.com using the job title as the subject of mail.
Or
Click here to apply online