Salaried Financial Advisor

Mutual Fund

Polokwane, South Africa
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

Job Summary

  • The role involves providing advice on a specific range of products to an allocated market and being individually accountable for achieving results.
  • Responsibilities include customer service, solutions analysis, CRM data management, business development, and ensuring operational compliance.
  • The company values building trust, consultative selling, and strengthening customer relationships while driving results and ensuring accountability.

Matching Summary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Presentation Skills
  • Networking and Relationship Building
  • Problem Analysis and Solution Finding
  • Strong Communication Skills
  • Action Oriented
  • Collaborative Teamwork

Key Requirements

  • Grade 12 (Matric) certificate
  • Valid Driver’s licence and own car
  • FAIS Compliance
  • Clear criminal and credit check
  • Minimum 3 years sales experience
  • Computer literacy with MS Office

Work Rights

Not specified

Tailored Resume

Cover Letter