Financial Services Specialist

3 weeks ago

Dundee, KwaZulu-Natal, South Africa The Recruitment Council Full time

Job Title: Financial Services Specialist

About the Role:

The Recruitment Council is seeking a highly motivated and experienced Financial Services Specialist to join our team. As a key member of our organization, you will be responsible for promoting and selling our client's comprehensive product range to clients. Your role will involve developing new contacts and sales leads through internal campaigns and your own referrals, while upholding the highest standards of responsibility and client service.

Key Responsibilities:

  • Achieve and exceed customer growth, revenue, and collections targets by executing the Banks sales strategy, focusing on upselling, cross-selling, and capital take-up.
  • Meet individual activity metrics for all product lines and maintain accurate tracking of prospects and activities in the sales pipeline.
  • Proactively engage with existing and prospective customers through outbound calls and in-person visits, converting sales opportunities from customer queries, inbound requests, and lead generation.
  • Maintain and grow relationships with customers to generate new business and ensure compliance with marketing policies and procedures.
  • Stay informed about products, services, and market trends, identifying and acting on referral opportunities within the branch.

Required Skills and Qualifications:

  • NQF 6 FSCA aligned qualification or business-related degree.
  • Minimum 2 years of sales and client service experience.
  • Full Rep in all Product Categories.
  • Strong attention to detail and accuracy, excellent administrative and client-focused skills, proven ability to sell and close deals.

Benefits:

  • Results-driven work environment with a strong customer focus.
  • Opportunities for professional growth and development.
  • Competitive salary of R250,000 - R300,000 per annum.

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