Job Role Overview
We are seeking a skilled Financial Advisor to join our team. This is an exciting opportunity for someone looking to build a career in finance and sales.
Key Responsibilities
* Customer Service: Provide exceptional customer service by identifying opportunities to secure new business or support retention. This may include processing cases, dealing with complex queries, and resolving customer problems.
* Solutions Analysis: Analyze specific problems and issues to find effective solutions. These could be technical or professional in nature.
* Client Engagement: Engage with clients to provide information and resolve issues. You will also schedule follow-up actions and enter relevant data into our CRM system.
* Relationship Development: Develop and implement a relationship management plan to identify and build relationships with decision-makers and influencers within client organizations.
* Operational Compliance: Stay up-to-date with our organization's policies and procedures, as well as relevant regulatory codes and codes of conduct. Ensure your work adheres to these standards.
* Business Growth: Monitor and assess sales and market data to help management identify areas for business growth.
* Sales Opportunities: Develop a personal network within the business sector and represent our organization at industry events. Gather market intelligence and enhance the visibility and reputation of our products and services.
Required Skills and Qualifications
* Grade 12 (Matric) or equivalent.
* Valid driver's license and own vehicle.
* FAIS compliance.
* Clear criminal and credit check.
* Minimum of 3 years working experience (preferably in sales).
* Computer literacy (MS Word, PowerPoint, and Outlook).
* Excellent communication skills (written and verbal).
* Presentation skills an added advantage.
* NQF Level 5 - Higher, Advanced, or Occupational Certificate or equivalent.
Benefits
This role offers a challenging and rewarding career path with opportunities for professional growth and development. We offer a competitive salary and benefits package, as well as a supportive and collaborative work environment.
Others
The appointment will be made from the designated group in line with the Employment Equity Plan.