Investment Sales Specialist

1 week 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.

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