Business Development Professional

1 month ago


Cape Town, Western Cape, South Africa TalentCru Full time
  • Sales and Relationship Building
    • We are seeking an experienced Business Development Executive to join our dynamic team in the financial services space.
    • A self-motivated salesperson with a deep understanding of the financial services industry, particularly investments, who can build strong relationships with financial advisors and consistently achieve sales targets.
  • Financial Services Industry Knowledge
    • Minimum of 2 years’ experience as a Business Development Executive in financial services, focusing on investments.
    • Possession of relevant financial services industry qualifications like CFP (Certified Financial Planner).
    • Knowledge of RE5.
  • Additional Skills and Qualities
    • A university degree (BCom or equivalent).
    • Ability to work independently and as part of a team.
    • Strong computer literacy.
    • Customer service mindset with a focus on exceeding client expectations.
    • Energetic, positive, professional, and presentable demeanor.
    • Developing and maintaining strong working relationships with Advisors.
    • Following up on advisor requests and queries in a timely manner and ensuring service standards are met.
    • Presenting to advisors the benefits of the company offering.
    • Liaising with internal departments to ensure that excellent customer service standards can be met.
    • Keeping up to date with competitor products and service offerings.
  • Key Responsibilities
    • Develop and maintain effective business relationships with advisors.
    • Deliver a proactive service that enhances the image of the company and contributes to the growth and profitability of the retail business unit.


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