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Branch Financial Advisor: Grow Clients & Cross‑Sell
Zusammenfassung
A leading financial services provider in Limpopo is seeking a Sales Agent to provide exceptional financial advice and client service. The ideal candidate will have at least 1 year of sales or marketing experience, ideally within an insurance context, and be able to manage client relations effectively. This role involves optimizing sales opportunities and ensuring client satisfaction while adhering to compliance and quality standards. The company values personal development and offers opportunities for growth in the financial sector.
Leistungen
Qualifikationen
- 1-year experience in a sales or marketing capacity.
- Experience within insurance branches is an advantage.
- Completion of Class of Business training within 12 months of employment.
Aufgaben
- Provide sound financial advice and high-level client service.
- Manage and service client profiles to ensure retention.
- Report daily using relevant technology platforms.
Kenntnisse
Ausbildung
* Der Gehaltsbenchmark wird auf Basis der Zielgehälter bei führenden Unternehmen in der jeweiligen Branche ermittelt und dient Premium-Nutzer:innen als Richtlinie zur Bewertung offener Positionen und als Orientierungshilfe bei Gehaltsverhandlungen. Der Gehaltsbenchmark wird nicht direkt vom Unternehmen angegeben. Er kann deutlich über bzw. unter diesem Wert liegen.