Salaried Financial Advisor

Mutual Fund

Tzaneen, , South Africa
Customer service excellence
Consultative selling skills
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 Excellence
  • Consultative Selling Skills
  • CRM Data Management
  • Business Development Analysis
  • Operational Compliance Knowledge
  • 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 of 3 Years Sales Experience
  • Computer Literacy (MS Word, PowerPoint, Outlook)

Work Rights

Not specified

Tailored Resume

Cover Letter