Business Development Executive

TalentCru; Cape Town; On-site; ZAR 30,000 - 60,000; Full time

Job summary

An exciting opportunity awaits a dynamic Business Development Executive to join a vibrant team in the financial services sector. This role focuses on building and maintaining strong relationships with financial advisors, ensuring exceptional service delivery, and driving sales growth. Ideal candidates will possess a deep understanding of investments and a proven track record in sales. If you are a self-motivated professional with outstanding interpersonal skills and a customer-centric approach, this position offers a platform to thrive in a rewarding environment.

Qualifications

• Minimum 2 years' experience in business development within financial services.
• Relevant qualifications such as CFP and RE5 are required.

Responsibilities

• Develop and maintain relationships with financial advisors.
• Achieve sales targets and provide excellent service.

Skills

Client Engagement

Interpersonal Skills

Sales Skills

Communication Skills

Customer Service Mindset

Education

University Degree

CFP (Certified Financial Planner)

RE5 Certification

Tools

Computer Literacy

Job description

Summary

We have an exciting opportunity for an experienced Business Development Executive with excellent client engagement and interpersonal skills to join our dynamic team in the financial services sector.

Position Overview

As a Business Development Executive, you will develop and maintain effective relationships with financial advisors and deliver proactive service that enhances the company's image, contributing to the growth and profitability of the retail business unit. We seek a self-motivated salesperson with a deep understanding of the financial services industry, particularly investments, capable of building strong relationships with financial advisors and consistently achieving sales targets.

Key Responsibilities

• Proven track record of meeting and exceeding sales targets
• Developing and maintaining strong relationships with financial advisors (IFA base)
• Excellent communication and interpersonal skills to build rapport and present effectively

Industry Knowledge and Qualifications

• Minimum of 2 years' experience as a Business Development Executive in financial services, focusing on investments
• Relevant industry qualifications such as CFP (Certified Financial Planner) and RE5

Additional Skills and Attributes

• A university degree or equivalent
• Ability to work independently and as part of a team
• Strong computer literacy
• Customer service mindset focused on exceeding client expectations
• Energetic, positive, professional, and presentable demeanor
• Ability to develop and maintain strong relationships with advisors
• Timely follow-up on advisor requests and queries
• Effective presentation of company offerings to advisors
• Coordination with internal departments to ensure excellent customer service standards
• Keeping updated with competitor products and services