Salaried Financial Advisor

Mutual Fund

Elukwatini, United Kingdom
Customer service excellence
Consultative selling skills
Crm data management
The role involves providing advice on a specific range of products to an allocated market and being individually accountable for achieving results through personal efforts

Job Summary

  • The role involves providing advice on a specific range of products to an allocated market and being individually accountable for achieving results through personal efforts.
  • Responsibilities include delivering quality customer service, analyzing solutions, managing customer relationships, and developing business opportunities in a specific geographic region.
  • The position requires adherence to organizational policies, regulatory codes, and emphasizes building trust and strengthening customer relationships.

Matching Summary

The role involves providing advice on a specific range of products to an allocated market and being individually accountable for achieving results through personal efforts.

Skills & Requirements

Must-have

  • Customer Service Excellence
  • Consultative Selling Skills
  • CRM Data Management
  • Operational Compliance Knowledge
  • Business Development Analysis
  • Sales Opportunities Creation

Nice-to-have

  • Presentation Skills
  • Networking and Relationship Building
  • Problem Solving and Solutions Analysis
  • Strong Communication Skills
  • Action Oriented
  • Collaborative Teamwork

Key Requirements

  • Grade 12 (Matric)
  • Valid Driver’s Licence and Own Car
  • FAIS Compliance
  • Clear Criminal and Credit Check
  • Minimum 3 Years Sales Experience
  • Computer Literacy (MS Word, PowerPoint, Outlook)

Work Rights

Not specified

Tailored Resume

Cover Letter