Financial Sales Consultant

1 month ago


Johannesburg, Gauteng, South Africa Capital Recruit Full time
Investment Opportunity - Capital Raiser/Financial Consultant

We are seeking a highly skilled and experienced individual to join our team as a Capital Raiser and Investment Specialist. The ideal candidate will have a strong background in finance and sales, with a proven track record of success in capital raising and investment product sales.

Key Responsibilities:
  • Absorb and communicate complex investment product information to clients and prospects
  • Actively seek out new investors through lead generation, networking, and marketing
  • Develop relationships with prospects and clients, understanding their needs to propose suitable investment solutions
  • Ensure the achievement and exceedance of sales goals set by the business
  • Help with ad hoc tasks in the office such as due diligence, compliance, and administration
  • Uphold the highest level of compliance procedures
  • Provide an exceptional customer experience, nurturing long-term relationships
  • Stay up to date on the latest financial trends
Requirements:
  • Bachelor's degree in Commerce, Finance, Marketing, or a related field
  • Postgraduate studies advantageous
  • A good network would be very advantageous
  • Proven sales experience (Not necessary, but preferred)
  • Excellent communication skills
  • Proficient in Microsoft Excel, Word, and PowerPoint
  • Own a car and be willing to travel
  • Passionate about finance and investing
  • Sophistication and class - Must be able to dress well and present yourself in a classy manner
Package & Remuneration:

R15 000 CTC + Attractive Commission Structure -> If hit sales targets can comfortably earn R40 000+ per month

Interested in this exciting opportunity to join our innovative investment firm? Please apply and follow the steps outlined below:

The process will be as follows:

1: Apply

2. A representative will then reach out to you and take you through the next steps. These steps are as follows:

3. Submit academic records and conduct an online one-way interview where you answer 6-8 questions.

4. Come in for an in-person interview with the head of sales and distribution

5. Meet the directors and pitch a financial product to the team

6. Contract finalization and signing



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