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A dynamic independent financial brokerage in Umhlanga is looking for a Broker Sales Representative. The role involves cold-calling new clients, scheduling appointments, and collaborating with financial advisors to drive business revenue. Ideal candidates are excellent communicators with at least 1 year of relevant experience and a passion for exceptional service in financial products.
SUMMARY : Umhlanga - Are you an excellent communicator with a passion for people and telephonic sales?
Our client is seeking a Broker Sales Representative to join their dynamic team.
As a Broker Sales Representative, you will play a crucial role in representing the company, and broker and providing exceptional service to all clients.POSITION INFO : As an independent financial brokerage, our client provides a wide array of Financial Services to its Professional clients in the market including Risk, Investment, and Estate Planning.
They pride themselves in providing exceptional client services unmatched within the industry.Responsibilities : Pitch our business to potential new clients and schedule appointments with existing clients for financial advisor visits (Cold-Calling)Source leads from various databases.Work closely with financial advisors and their teams.Schedule appointments based on financial advisors' diaries.Meet daily, weekly, and monthly targets.Ability to communicate effectively with their niche clienteleContribute significantly to new business revenue.Key Qualifications : Proficient in both written and verbal communication.Ability to demonstrategreat listening skills.Exceptional at building rapport with clients.Displays patience and empathy towards customers.Strong time management and organizational abilitiesfortable working in fast-paced environments.Basic or advanced troubleshooting skills, depending on the role.Familiarity with common software and tools.In-depth understanding of the company's products and services.Specialized knowledge in the customer service area we focus on, such as Wealth portfolios, short-term insurance, financial services, and other relevant domains.Minimum Requirements : MatricFluent in English1 - 3 years' experience in a similar environmentRemuneration : Salary : R5 - R10 + CommissionWorking Hours : Monday - Friday, 8 am - 4.30 pmOnly Shortlisted candidates will be contacted
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