Dynamic Financial Advisor | Consultative Sales & Growth

Old Mutual; Boksburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in Boksburg is looking for a dedicated individual to provide exceptional customer service while achieving sales targets. The successful candidate will need at least three years of experience in sales and hold a valid driver’s license along with their own vehicle. Responsibilities include managing customer relationships, conducting market analysis, and providing solutions based on customer needs. A high level of integrity and communication skills is essential for success in this position.

Qualifications

• Grade 12 (Matric) is required.
• Must have a valid Driver’s licence and own car.
• FAIS compliance and a clear criminal/credit check are necessary.
• Minimum of 3 years of working experience, preferably in sales.
• Computer literacy in MS Word, PowerPoint and Outlook is essential.
• Excellent communication skills, both written and verbal.

Responsibilities

• Provide quality service to customers and support retention.
• Analyze problems and offer suitable solutions.
• Manage customer interactions through a CRM system.
• Develop relationships with potential customers.
• Monitor market data for business development opportunities.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Direct Selling

Sales Data Management

Sales Software

Strategic Selling

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

A leading financial services company in Boksburg is looking for a dedicated individual to provide exceptional customer service while achieving sales targets. The successful candidate will need at least three years of experience in sales and hold a valid driver’s license along with their own vehicle. Responsibilities include managing customer relationships, conducting market analysis, and providing solutions based on customer needs. A high level of integrity and communication skills is essential for success in this position.