Role Description

• The Sales Assistant is a full-time role based in Kenya with a hybrid work arrangement, combining time in the office with some work from home.
• The individual in this role supports the sales and advisory teams by managing client inquiries, coordinating meetings and training sessions, and following up on leads to ensure timely and accurate communication.
• Daily tasks include maintaining client records, preparing basic sales reports, assisting in the preparation of presentations and training materials, and providing courteous customer service to prospective and existing clients.
• The Sales Assistant helps organize events and workshops, supports marketing initiatives, and collaborates with the team to improve sales processes and client engagement. This role requires proactive coordination, attention to detail, and a commitment to delivering a positive client experience.

Qualifications

• Candidates should possess strong Interpersonal Skills and Customer Service abilities to build trust, respond to client needs, and maintain long-term relationships.
• Candidates should possess clear and professional Communication skills, both written and verbal, to handle client correspondence and support sales presentations.
• Candidates should possess proven Sales skills, including lead follow-up, basic sales administration, and support for business development activities.
• Candidates should possess solid Organization Skills to manage schedules, maintain accurate records, and coordinate training sessions and client meetings.
• Relevant experience in a sales, customer service, or administrative support role, preferably within consulting, financial services, or professional training environments.
• Ability to work effectively in a hybrid setting, demonstrating reliability, time management, and self-motivation when working remotely.
• Proficiency with standard office software and digital tools (e.g., email, spreadsheets, presentation software); familiarity with CRM systems is an advantage.
• A diploma or degree in Business, Marketing, Finance, or a related field is beneficial, along with a strong interest in personal finance and wealth management