Investment Sales Specialist

1 day ago

Pretoria, South Africa Status Asset Management Full time

**Position**: Investment Sales Specialist**

**Location**:Pretoria**

**Are you all about client services and addressing customer concerns? Are you a fantastic salesperson with the ability to meet deadlines? Do you love working with people and ensuring they feel heard? Then raise your hand because we’re HIRING**

***

**This role plays an integral part in our team, as you are the first point of contact between our investors and the Company. Therefore, setting the tone for investor satisfaction.**

**Great, so who is a good fit?**

A specialist who is an expert in achieving and exceeding sales targets. Responsible for the relationship between the Company and the Investor, as well as someone who has amazing organisation and timekeeping skills. You are self-motivated and self-driven with an unwavering ability to continuously learn and improve. You love working with people and your number one priority is customer satisfaction, as well as marketing the Business’ products.

**You may be wondering, what does the duties include?**
- **Meeting** with possible **investors** for the LNDR Club;
- **Grow** and build the **investor Club** membership;
- Responsible to do **presentations to possible investors** so as to attain new business;
- **Manage and convert leads** into sales and ensure outcomes are captured onto the system;
- Informs clients by **explaining procedures; answering questions; providing information**;
- **Cold calling** and **answering of inbound calls** in a timely and friendly manner;
- **Evaluate problems** and complaints of investors and **provide proper solutions** to them;
- **Respond to the needs of investors** and provide personalised service;
- Provide information on the company’s products or services and **generate interest **in the offer;
- **Upsells** products and services;
- **Researches needed information** using available resources;
- Makes **relevant notes** from investor interactions;
- **Identify any issues** that investors might be struggling with;
- **Report** on investor feedback;
- Manage & update **investor databases**;
- **Follow-ups** on investor calls;
- **Boost investor loyalty** by offering a proper experience over the phone.

**Are there any specific skills and attributes required?**
- Ability to **build strong relationships** and effectively identify problems as soon as they arise;
- **Analysis of stumbling blocks **to find positive solutions and **ability to develop alternative solutions** to common issues;
- Identify **critical factors** which will affect certain outcomes, as well as accurately evaluate options and establish priorities;
- **Anticipate outcomes** and identify consequences;
- **Open and honest communication** regarding products;
- **Actively listen** to others to determine approach to be taken and the ability to persuade individuals so as to see reason;
- Successful creation and implementation of **negotiation strategy**;
- Ability to show empathy with **excellent verbal and written communication** skills;
- Ability to provide **concise and relevant information** and able to provide advice when needed;
- Ability to work **alongside team to achieve a common goal**;
- Be **mutually accountable** for all projects taken on;
- Ability to **encourage differences** and opinions;
- Ability to perform tasks in an **organised** manner;
- Set **personal goals** and ensure the **achievement** thereof;
- Plan efficiently and effectively to **ensure deadlines are met**;
- Ability to **remain calm** in a **situation of conflict**;
- Display **patience** when dealing with stakeholders and team;
- Highly **disciplined** with a **willingness to learn**;
- **Cooperative** and **optimistic**;
- High **attention to detail**.

**Take a look at the what the requirements for this amazing job is**
- Matric;
- 4 year’s solid sales experience;
- Familiar with telephone and computer technology;
- Experience within the financial services industry, preferred;
- Experience in effectively making sales and reaching targets;
- Customer service experience;
- Ability to handle pressure.

  • Investment Specialist

    1 day ago

    Pretoria, South Africa FirstRand Full time

    Job Description To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client's requirement or by acquiring new clients in addition, offerings customers Investment solutions with the aim of ensuring that the bank is the client's primary banking institution. Hello Investment Specialist Welcome to FNB, the home of...

  • Implementation Specialist: Investment Distribution

    6 days ago

    Pretoria, South Africa Momentum Metropolitan Holdings Full time

    -Introduction The Implementation Specialist will drive the implementation of sound finance discipline and elements within the Momentum ecosystem in particular through the systems and processes that interact with MDS ensuring we increase our effectiveness and reduce our risk of error and compliance ensuring integration and governance of financial data across...

  • Junior Investment Analyst

    1 week ago

    Pretoria, South Africa IT Ridge Technologies Full time

    The purpose of this role is to assist the Investment Analyst in providing extensive reporting, monitoring and analysis of the investment portfolios of the Corporation and the establishment and upkeep of the systems to support these functions. The role also entails liaising with the Corporation’s back and middle offices and the custodian. The incumbent will...

  • Nedgroup Investments: Regional Sales Manager

    1 day ago

    Pretoria, South Africa Nedbank Full time

    **Location: Pretoria About Nedgroup Investments **Nedgroup Investments** is an award-winning global investment business with a growing presence in Africa and Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and...

  • Investment Consultant

    5 days ago

    Pretoria, South Africa Momentum Metropolitan Holdings Full time

    -Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...

  • Senior Investment Administrator

    8 hours ago

    Pretoria, South Africa PSG Konsult Full time

    The Senior Investment Administrator is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the practice service model and procedures. The role needs excellent client...

  • MANAGING DIRECTOR: INVESTMENT

    4 days ago

    Pretoria, South Africa Jobted ZA C2 Full time

    A Managing Directors position situated in either Pretoria or Bellville. Your: Formal Education: - Relevant degree in business management or finance, preferably complemented with an investment management qualification; Experience: - At least 12 years relevant experience in the financial services industry; Critical Competencies: - Technical competency a...

  • Energy Sector Investment Lead

    3 days ago

    Pretoria, South Africa Chemonics International Full time

    Chemonics seeks an Energy Sector Investment Lead for the USAID Empower Southern Africa (ESA) project. ESA is a 5-year regional program that covers South Africa, Lesotho, Eswatini, Botswana, Namibia, Angola, Zimbabwe, Zambia, Malawi, Mozambique, Madagascar, Comoros and Sao Tome and Principe. The primary purpose of ESA is to increase the availability of,...

  • Endo-vascular Sales Specialist

    4 days ago

    Pretoria, South Africa Kontak Recruitment SA Full time

    Pretoria, Gauteng - Sales** Endo-Vascular Sales Specialist (JB1561)** Pretoria, Gauteng R35 000 gross per month (negotiable) + commission Duration: Permanent The Endo-Vascular Sales Specialist will be required to present products to surgeons in theatre, therefore it is vital that applicants have experience working in this environment. Applicants need to be...

  • MANAGING DIRECTOR: INVESTMENT

    4 days ago

    Pretoria, South Africa HR Genie Full time

    A Managing Directors position situated in either Pretoria or Bellville.Your:Formal Education:Relevant degree in business management or finance, preferably complemented with an investment management qualification;Experience:At least 12 years relevant experience in the financial services industry;Critical Competencies:Technical competency a broad...

  • MANAGING DIRECTOR: INVESTMENT

    4 days ago

    Pretoria, South Africa HR Genie Full time

    A Managing Directors position situated in either Pretoria or Bellville. Your: Formal Education: Relevant degree in business management or finance, preferably complemented with an investment management qualification; Experience: At least 12 years relevant experience in the financial services industry; Critical Competencies: Technical competency a broad...

  • Investment Consultant

    4 days ago

    Pretoria, South Africa Momentum Distribution Services Full time

    **Introduction** ***Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in...

  • Executive Sales Specialist

    2 days ago

    Pretoria, South Africa React Alarms Full time

    Executive Sales Specialist **Position Description**: React Alarms is South Africa's largest Fidelity ADT reseller. We are a specialist sales group of companies focused on consumer contract sales in residential services including the armed response industry. We are looking for experienced sales agents to join our Johannesburg, Pretoria and Cape Town...

  • Aesthetic Portfolio Sales Specialist

    1 day ago

    Pretoria, Gauteng, South Africa Human Accent Ltd Full time

    Job Description:Aesthetic Portfolio Sales SpecialistOur client, a leading player in the pharmaceutical industry, seeks an experienced Aesthetic Portfolio Sales Specialist to join their team. As a key member of our sales force, you will be responsible for promoting our cutting-edge medical injectable portfolio and driving sales growth in the aesthetic...

  • Advice Enablement Specialist Ii

    1 day ago

    Pretoria, South Africa FirstRand Full time

    About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To provide expertise, advice and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our...

  • Parts Sales Specialist

    8 hours ago

    Pretoria, South Africa Dante Personnel Full time

    Gauteng, Pretoria CBD An Automotive distribution company that specializes in excellent services within a wide range of solutions for the medium to heavy automotive industry is looking for a Parts Sales Specialist to join their team **Minimum requirements**: - Matric is required - 2+ Years’ Experience as an Internal Sales Consultant - Extensive...

  • Consumables Sales Specialist

    2 days ago

    Pretoria, South Africa Chainlink Recruitment Full time

    **Job Title - **Consumables Sales Specialist **Area - **Pretoria **Industry - **Packaging / Food (Meat), preferably **Duties**: - Plan sales calls to ensure a value-added approach - **Building market share in your areas**: - Analyse competitor activity and market trends and feedback. - Submit weekly sales plans - Achieve volumes/budgets - Proactively...

  • Senior Architect: Iot Pre-sales

    7 days ago

    Pretoria, South Africa EQ Plus Full time

    **Deliverables** - Translate the customer requirements into working solutions - Input into business cases to understand costs, risk, and benefits of solutions - Follow all relevant steerco and approval practices for customer solutions - Obtain business approval through set forums on new innovations required for customer specific solutions - Deliver on...

  • Parts Sales Specialist

    6 days ago

    Pretoria, South Africa Unique Personnel Full time

    **Job Number** - 68798 **Job Type** - Permanent **Job Title** - Parts Sales Specialist **Computer Skills** - Ms Office **Industry** - Automotive **City** - Tshwane (Pretoria) **Province** - Gauteng - Need to have extensive knowledge and experience in medium to heavy air brake and trailer parts.- **Inherent Requirements** - Matric or relevant...

  • (735) Associate Financial Markets Specialist

    1 week ago

    Pretoria, South Africa South African Reserve Bank Full time

    **Brief description** **Detailed description** - Write and present reports on research and analysis conducted on market operations and investments. - Represent the SARB and participate in internal and external committees. - Conduct operations for the purpose of implementing monetary policy, such as auctions for liquidity management, and on behalf of...