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Dynamic Financial Advisor: Consultative Sales & Growth
Job summary
A leading insurance and investment firm is seeking a customer-focused individual in South Africa to enhance customer service and identify sales opportunities. The ideal candidate will have a strong background in sales, excellent communication skills, and a commitment to delivering quality service. A valid driver's license and minimum 3 years of experience are required. This role offers continuous professional development and growth in a dynamic environment.
Qualifications
- Grade 12 (Matric) required.
- Valid Driver’s license and Own Car needed.
- FAIS Compliance (NQF Level 5 FSCA Approved Qualification) necessary.
- Clear criminal and credit check essential.
- Minimum of 3 years working experience (preferably in sales).
- Computer literacy is required.
- Excellent communication skills (written and verbal) are a must.
- Presentations skills an added advantage.
Responsibilities
- Provide quality service to customers while identifying business opportunities.
- Process cases and resolve customer problems.
- Analyze problems to find solutions.
- Schedule actions and enter information into the CRM system.
- Develop relationship management plans for potential accounts.
- Monitor and assess sales and market data.
Skills
Education
Tools
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.