Investment Sales Representative
2 months ago
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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