Career Advancement in Financial Services

1 day ago


Cape Town, Western Cape, South Africa One and Only Direct Full time
About Us

One and Only Direct is a leading financial services provider dedicated to delivering exceptional client experiences.

Job Summary

We are seeking an entry-level Financial Service Agent to join our team. The successful candidate will be responsible for interacting with clients, providing product recommendations, and ensuring customer satisfaction.

Key Responsibilities:
  • Client Interaction: Building strong relationships with clients to understand their financial goals and needs.
  • Product Recommendations: Suggesting suitable financial products and services based on clients' situations.
  • Sales Meetings: Arranging and conducting meetings to discuss financial options.
  • Market Research: Staying up-to-date with market trends and financial regulations.
  • Customer Support: Providing ongoing support to clients and ensuring their satisfaction.
  • Administrative Tasks: Handling paperwork, data entry, and other administrative duties.
  • Follow-ups: Engaging with clients to ensure they are satisfied and to encourage repeat business.
Required Skills and Qualifications:
  • Communication Skills: Strong verbal and written communication to interact with clients effectively.
  • Customer Service: Ability to understand and address client needs.
  • Analytical Skills: Proficiency in analyzing financial data and market trends.
  • Tech Savvy: Familiarity with financial software and tools.
  • Time Management: Ability to handle multiple tasks and manage time efficiently.
  • Teamwork: Willingness to work collaboratively with colleagues.
Benefits:
  • Competitive Salary: $60,000 - $80,000 per year, depending on location and experience.
  • Opportunities for Career Growth: Advance to roles such as Financial Advisor, Account Manager, or Sales Manager.
  • Ongoing Training and Development: Stay up-to-date with industry developments and best practices.
  • Bonus Structure: Eligible for performance-based bonuses.


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