Energetic Sales Representative Wanted
2 months ago
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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