Salaried Financial Advisor

Mutual Fund

Jane Furse, , South Africa
Customer service and retention
Sales and business development
Crm data management
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.
  • Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.

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 and retention
  • Sales and business development
  • CRM data management
  • Operational compliance adherence
  • Networking and relationship building

Nice-to-have

  • Presentation skills
  • Consultative selling
  • Strategic selling
  • Building trust
  • Collaborative communication

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, Outlook)

Work Rights

Not specified

Tailored Resume

Cover Letter