Salaried Financial Advisor

Mutual Fund

Acornhoek, , South Africa
Customer service excellence
Consultative selling skills
Customer relationship management (crm)
Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts

Job Summary

  • Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
  • Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization.
  • Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.

Matching Summary

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Skills & Requirements

Must-have

  • Customer Service Excellence
  • Consultative Selling Skills
  • Customer Relationship Management (CRM)
  • Sales Opportunities Creation
  • Operational Compliance Knowledge
  • Data Exploration and Analysis

Nice-to-have

  • Presentation Skills
  • Networking and Relationship Building
  • Strategic Selling
  • Building Trust
  • Collaborates Effectively
  • Action Oriented

Key Requirements

  • Grade 12 (Matric)
  • Valid Driver’s licence and Own Car
  • FAIS Compliance
  • Clear criminal and credit check
  • Minimum of 3 years working experience
  • Computer literacy (MS Word, Powerpoint and Outlook)

Work Rights

Not specified

Tailored Resume

Cover Letter