Financial Sales Professionals Wanted

1 month ago


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

Discover a fulfilling career as a Financial Sales Professional with Numeral XII (Pty) Ltd. in Lynnwood, Pretoria.

About Us

We are a dynamic company based in the heart of Lynnwood, Pretoria, seeking skilled Financial Advisors to join our team. Our ideal candidate will possess extensive knowledge in sales and network building, as well as a passion for delivering exceptional client services.

Salary Package

Our competitive salary package includes:

  • No desk fees.
  • Financial support for the first 3 - 6 months (bridging salary).
  • 24/7 Admin support in applications and CRM work.
  • Monthly commission payments.
  • We provide pre-qualified and pre-paid leads generated by a vast number of marketing campaigns.
  • A-Grade charge-free office space and meeting rooms for your client meetings and day-to-day work.
  • Trainings at the Company's expense.
Job Description

This is a challenging yet rewarding role that requires effective communication skills, sales acumen, and a strong understanding of client needs analysis. Key responsibilities include:

  • Communicating with clients via phone calls, emails, and personal meetings.
  • Presenting our products and conducting sales pitches.
  • Conducting customer needs analysis and providing expert advice.
  • Providing daily activity feedback (calls, appointments, sales, etc.).
  • Developing and maintaining a robust client network.
  • Utilizing company resources to analyze client needs.
  • Facilitating additional lead generation.
  • Working in our CRM system to ensure client information remains up-to-date.
  • Participating in scheduled trainings and upskilling sessions.
Requirements

To succeed in this role, you will need:

  • Matric/Grade 12 or SAQA Accredited Equivalent.
  • 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
  • At least 2 years' experience as a Financial Advisor within the financial services industry.
  • RE 5 certificates.
  • A proven track record in sales.
Skills and Qualities

We're looking for someone who embodies the following qualities:

  • Ability to work under pressure.
  • Self-motivation and excellent organizational skills.
  • Strong verbal and written communication skills.
  • Integrity, reliability, and honesty.
  • Loyalty towards the organization.
  • Resilience and optimism.
  • Accuracy and effectiveness in a fast-paced environment.
  • Accountability and teamwork.
  • Effective time management.
  • Problem-solving skills.

Estimated salary: R500,000 - R700,000 per annum, depending on experience.



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