Financial Advisor - EC Central, East London
Financial Advisor - EC Central, East London
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East London, South Africa
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Posted: less than a week ago
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Description
Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. Requirements
Matric/ N4 Equivalent Qualification. FAIS requirements based on DOFA date. Relevant regulatory examinations if you are already working in the financial services industry. 1 - 2 years’ experience for individuals with undergraduate degree. 2 - 3 years in a Sales environment. Strong computer literacy skills.Fluency in English. Duties&Responsibilities
Engage with prospect clients to understand their financial needs. Sell products that align with the clients’ financial requirements. Accurately record client information and sales details. Achieve targets related to production, quality and conversion. Comply with legislative regulations and adhere to all compliance requirements.Competencies
Verbally fluent. Numerical reasoning ability. Be able to plan and manage their time. Self-reliant. Be resilient (drive, determination, risk tolerance, bounce back after setbacks). Manage relationships well. Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
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Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. Requirements
Matric/ N4 Equivalent Qualification. FAIS requirements based on DOFA date. Relevant regulatory examinations if you are already working in the financial services industry. 1 - 2 years’ experience for individuals with undergraduate degree. 2 - 3 years in a Sales environment. Strong computer literacy skills.Fluency in English. Duties&Responsibilities
Engage with prospect clients to understand their financial needs. Sell products that align with the clients’ financial requirements. Accurately record client information and sales details. Achieve targets related to production, quality and conversion. Comply with legislative regulations and adhere to all compliance requirements.Competencies
Verbally fluent. Numerical reasoning ability. Be able to plan and manage their time. Self-reliant. Be resilient (drive, determination, risk tolerance, bounce back after setbacks). Manage relationships well. Demonstrate sales behaviors (deal with difficult clients, competitive, achieving, persistent).
#J-18808-Ljbffr
Highlights
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Company nameMomentum
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Job positionFinancial Advisor - EC Central
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Financial Advisor - EC Central has been posted in the East London Accounting, Financing & Banking category on Locanto.
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