Salaried Financial Advisor

Mutual Fund

Groblersdal, , South Africa
Customer relationship management (crm)
Consultative selling
Sales 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.
  • 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 Relationship Management (CRM)
  • Consultative Selling
  • Sales Data Management
  • Customer Service
  • Business Development
  • Operational Compliance

Nice-to-have

  • Presentation skills
  • Building Trust
  • Networking
  • Collaborates
  • Communicates Effectively
  • Customer Focus

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