Investment Sales Representative

2 months ago


Pretoria, Gauteng, South Africa Numeral XII (Pty) Ltd. Full time

Role Overview

We are seeking a skilled Investment Sales Specialist to join our team at Numeral XII (Pty) Ltd. This role plays a critical part in our organization, providing exceptional client service and driving sales growth.

Key Responsibilities

  • Meet with potential investors to discuss opportunities and grow our investor club membership.
  • Develop and deliver presentations to showcase our products and services.
  • Convert leads into sales and ensure timely follow-ups.
  • Provide exceptional customer service, addressing investor concerns and resolving issues efficiently.
  • Cold call and respond to inbound calls in a friendly and professional manner.
  • Evaluate investor feedback and implement improvements.
  • Manage and update investor databases to ensure accurate information.
  • Follow up on investor calls to maintain strong relationships.

Requirements

  • Matric certification.
  • At least 4 years of solid sales experience.
  • Familiarity with telephone and computer technology.
  • Preference given to candidates with experience in the financial services industry.
  • Proven track record of effectively making sales and reaching targets.
  • Excellent customer service skills.
  • Ability to handle pressure and meet deadlines.


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