Investment Sales Professional

2 weeks ago


Pretoria, Gauteng, South Africa Numeral XII (Pty) Ltd. Full time
Job Title: Investment Sales Specialist

Numeral XII (Pty) Ltd. is seeking a highly skilled Investment Sales Specialist to join our team. As a key member of our sales team, you will be responsible for building and maintaining relationships with investors, identifying new business opportunities, and driving sales growth.

Key Responsibilities:
  • Meet with potential investors to discuss investment opportunities and build relationships
  • Grow and develop the investor club membership
  • Develop and deliver presentations to potential investors to secure new business
  • Manage and convert leads into sales, ensuring timely and accurate capture of outcomes
  • Provide exceptional customer service, answering questions, and providing information to clients
  • Cold call and respond to inbound calls in a timely and friendly manner
  • Evaluate investor problems and provide effective solutions
  • Respond to investor needs and provide personalized service
  • Provide information on company products or services and generate interest in the offer
  • Upsell products and services
  • Research and gather information using available resources
  • Make relevant notes from investor interactions
  • Identify and address investor issues
  • Report on investor feedback
  • Manage and update investor databases
  • Follow up on investor calls
  • Enhance investor loyalty through exceptional customer experience
Requirements:
  • Strong relationships-building skills and ability to identify problems
  • Analysis and problem-solving skills to develop alternative solutions
  • Ability to evaluate options, establish priorities, and anticipate outcomes
  • Effective communication and negotiation skills
  • Empathy and excellent verbal and written communication skills
  • Ability to work collaboratively with the team to achieve common goals
  • Highly organized and disciplined with a willingness to learn
  • Confident and resilient with a positive attitude
  • High attention to detail
Qualifications:
  • Matric certification
  • 4 years of solid sales experience
  • Familiarity with telephone and computer technology
  • Experience in the financial services industry (preferred)
  • Proven sales and target achievement experience
  • Customer service experience
  • Ability to handle pressure


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