Wealth Strategist
1 day ago
Wealth creation and protection are key to achieving financial freedom. As a Financial Advisor at iGrow Wealth Investments, you will play a crucial role in helping investors create, protect and grow their wealth.
The ideal candidate will have a relevant diploma/degree and a minimum of 2 years of experience in property sales or a financial advisory role. They should be able to work independently, think critically, and possess excellent communication and interpersonal skills.
Salary: R 1 mil - R 2 mil per annum
Job DescriptionDuties and Responsibilities:
- Scheduling and confirming consultations with clients
- Work directly with booking agents as well as our team of inhouse experts
- Consult with primary buyers and investors to help them grow their property portfolio
- Sell investment property to first time and seasoned investors
- Provide excellent customer service to clients
- Maintaining close client relationships
- Log all activities pertaining to dealings with clients on CRM system
- Updating sales spreadsheets and other admin-related duties
- Preparing contracts, mandates FICA documentation and liaising with clients for signatures if required
- Promoting all other services provided by the iGrow Group
- Arrange and facilitate show house viewings when required
- Complete the iGrow Academy and become a certified Investment Strategist
- Achieve monthly sales targets and KPI's
Requirements:
- Relevant diploma/degree (financial qualification advantageous)
- Minimum 2 years of property sales experience or in a financial advisory role
- Track record of excellence in achieving sales targets and other KPI's
- Fluent in English
- Reliable transport during working hours
- Home-office setup with a stable internet connection
- Excellent communication and interpersonal skills
- Computer literate (Excel, Word, G Suite, Zoom)
- Telephone etiquette
- Knowledge on trust and company structures (advantageous)
- Knowledge on property financing (advantageous)
- Knowledge on property registration process knowledge (advantageous)
- General tax knowledge (advantageous)
- Strong administrative skills
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