Minimum Required Qualifications
- Matric Certification.
- RE5 and FAIS qualifications are required (e.g. NQF5 Wealth Management).
- Relevant certifications in estate planning or financial planning will be advantageous.
- A tertiary qualification in Business, Law, or a related field is advantageous.
Minimum Required Experience
- At least 2 years of experience in sales, customer service, or a similar role.
- Experience in selling both long term and short-term products are highly desirable.
- Proven track record of achieving sales targets.
Required Skills & Attributes
- Strong interpersonal and communication skills.
- Ability to build rapport and trust with clients.
- Results-driven with excellent negotiation and closing skills.
- Proficiency in CRM systems and Microsoft Office applications.
- High level of professionalism, integrity, and customer focus.
- Attention to detail and strong organizational skills.
- Ability to work independently and as part of a team.
Working Conditions
- Working hours: 8:00 AM to 5:00 PM, Monday to Friday (longer hours may be required).
- Availability to work Saturdays (9:00 AM to 12:00 PM) upon special request.
- At least one late shift per week from 10:00 AM to 7:00 PM.
Competencies
- Customer-focused mindset with a commitment to delivering exceptional service.
- Adaptability and resilience in a dynamic sales environment.
- Problem-solving and decision-making skills.
- Initiative and proactive approach to achieving targets and overcoming challenges.