Growth Analyst: Adviser Engagement & Growth Insights

Pivot Services; Cape Town; Vor Ort; ZAR 300.000 - 520.000; Vollzeit

Benefits dieser Stelle

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Zusammenfassung

Pivot Services in Cape Town is seeking a Growth Partner support specialist to enable adviser engagement, assist quote preparation, and ensure quotes progress to close. The role is the entry point into the Growth Team, delivering practical exposure to the glu value proposition and pipeline management.

You will identify upsell and cross-sell opportunities, provide training to advisers and staff, and collaborate with Product, Underwriting, and other teams to improve adviser experience.

Qualifikationen

• Deliver a consistently professional, responsive, and value-adding experience in every adviser interaction.

Aufgaben

• Growth: General support - identify and escalate adviser experience challenges and share feedback with Product, Underwriting and internal teams.
• Growth: Adviser Support - build deep relationships with adviser panel and support staff; provide adviser training and adoption of financial togetherness solutions.

Ausbildung

BCom degree

Postgraduate qualification

CFP

CFA

CA

Jobbeschreibung

Pivot Services in Cape Town is seeking a Growth Partner support specialist to enable adviser engagement, assist quote preparation, and ensure quotes progress to close. The role is the entry point into the Growth Team, delivering practical exposure to the glu value proposition and pipeline management.

You will identify upsell and cross-sell opportunities, provide training to advisers and staff, and collaborate with Product, Underwriting, and other teams to improve adviser experience.