Energetic Sales Representative Wanted

2 months ago


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

Role Summary:

We are seeking a skilled and motivated Discovery Tied Agent who can build and maintain a strong client base. The ideal candidate will have a proven track record of sales success and a passion for providing excellent customer service.

Key Responsibilities:

  • Develop and maintain a personal network and represent the organization at industry events.
  • Source leads and referrals to drive sales growth.
  • Identify and capitalize on sales opportunities to enhance the organization's reputation.
  • Work closely with internal specialists to gather and analyze client data, identifying sales opportunities and solutions.
  • Manage the customer journey from sales to onboarding and regular portfolio review.
  • Develop and implement a customer contact plan to communicate and engage with clients regarding product launches, sales campaigns, and servicing opportunities.
  • Build and maintain key client relationships to ensure customer satisfaction, retention, and loyalty.
  • Stay up-to-date with regulatory requirements and organizational policies and procedures.
  • Participate in ongoing training and development programs to enhance skills and knowledge.

Requirements:

  • Matric/Grade 12 or SAQA Accredited Equivalent.
  • 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
  • 2 or more years' experience as a Financial Advisor in the financial services industry, life and investment essential.
  • RE 5 certificate.
  • Proven sales track record.

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