Salaried Financial Advisor

Mutual Fund

Burgersfort, , South Africa
Customer service excellence
Sales opportunities creation
Customer relationship 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 relationship management plans to build effective two-way communication with customers and identify business opportunities.
  • Monitor and assess sales and market data to assist management in identifying areas 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
  • Sales Opportunities Creation
  • Customer Relationship Management
  • Operational Compliance Knowledge
  • Data Exploration and Analysis

Nice-to-have

  • Presentation Skills
  • Building Trust
  • Consultative Selling
  • Networking and Influence
  • 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