Location: Central Region, Uganda
Application Deadline: thursday 12 November 2026

Position Summary

The Sales and Financial Advisor will be responsible for identifying potential clients, promoting financial solutions, developing strong customer relationships, and achieving sales targets. The successful candidate should demonstrate excellent communication, negotiation and interpersonal skills, with the ability to identify client needs and recommend suitable financial products and services.

Key Duties and Responsibilities

1. Identify, prospect and develop new business opportunities within the assigned areas.
2. Promote and market financial products and services to prospective clients.
3. Engage potential customers through field visits, networking, referrals and other sales initiatives.
4. Assess clients' financial needs and provide appropriate product information and guidance.
5. Build and maintain strong relationships with existing and prospective clients.
6. Conduct sales presentations and explain available financial solutions to customers.
7. Follow up on leads, prospects and potential clients to convert opportunities into business.
8. Meet assigned sales targets and contribute to overall business growth.
9. Maintain accurate records of sales activities, customer interactions and prospective clients.
10. Ensure professional customer service and compliance with applicable company policies and procedures.

Academic Qualifications

• A Diploma or Bachelor's Degree in any field from a recognised institution.
• Applicants from all academic backgrounds are encouraged to apply.

Required Skills and Competencies

• Excellent communication and interpersonal skills.
• Strong sales, marketing and negotiation abilities.
• Good presentation and customer relationship management skills.
• Ability to identify business opportunities and convert leads into sales.
• Self-motivated, target-oriented and results-driven.
• Ability to work independently and within a team.
• Basic computer skills and good record-keeping abilities.
• Willingness to undertake field-based sales activities.

Geographical Requirements
Applicants must be from, reside in, or be readily available to work within the Central Region of Uganda.

• Identify, prospect and develop new business opportunities within the assigned areas.
• Promote and market financial products and services to prospective clients.
• Engage potential customers through field visits, networking, referrals and other sales initiatives.
• Assess clients' financial needs and provide appropriate product information and guidance.
• Build and maintain strong relationships with existing and prospective clients.
• Conduct sales presentations and explain available financial solutions to customers.
• Follow up on leads, prospects and potential clients to convert opportunities into business.
• Meet assigned sales targets and contribute to overall business growth.
• Maintain accurate records of sales activities, customer interactions and prospective clients.
• Ensure professional customer service and compliance with applicable company policies and procedures.

• Excellent communication and interpersonal skills.
• Strong sales, marketing and negotiation abilities.
• Good presentation and customer relationship management skills.
• Ability to identify business opportunities and convert leads into sales.
• Self-motivated, target-oriented and results-driven.
• Ability to work independently and within a team.
• Basic computer skills and good record-keeping abilities.
• Willingness to undertake field-based sales activities.

• A Diploma or Bachelor's Degree in any field from a recognised institution.
• Applicants from all academic backgrounds are encouraged to apply.