Financial Relationship Builder

7 days ago

Centurion, South Africa The Change Lab Full time

**Introduction**

This company, founded over 29 years ago, is continuing to expand and we are looking for some special people to join our team.

With our large client base your success is determined by the effort you put in.

Rewarding remuneration structure across all product lines.

We are one of very few financial advisory firms to offer face-to-face independent advice to our family of clients - making service and caring critical traits of all our Professional Advisers. We offer a holistic, independent, financial planning approach to our clients, medical aid scheme options, gap cover, wills, life and other risk cover, savings and investments and short-term insurance.

If you would like to join an energetic environment with a motivational management style, this is the place to grow your career.

**Duties & Responsibilities**

Job Functions

**The key outputs for this role are as follows**:

- New Business sales
- Client service and management
- High level performance

**Main Job Duties, Tasks and Responsibilities**
- contact businesses or private individuals by phone
- deliver prepared sales scripts to persuade potential customers to purchase a product or service
- describe products and services
- respond to questions
- identify and overcome objections
- take the customer through the sales process
- obtain customer information
- obtain possible customer leads
- maintain customer/potential customer databases
- follow up on initial contacts
- complete records of telephonic interactions

**Desired Experience & Qualification**

**Education**
- Bachelor’s degree (no industry experience requirement)
- RE5 and NQF5 (industry experience qualification)

**Experience**
- good typing skills
- insurance external sales experience with Lead Generation
- required language skills (Afrikaans and English)
- Goal driven
- Professional
- Eager to learn and develop
- Sales experience an advantage
- Great communication ability

**Key Competencies and Skills**
- Communication (verbal and written) in English and Afrikaans
- Numerical & mathematical skills
- Team supervisory skills
- Confident and enthusiastic self-starter who can take initiative
- Must be able to work independently as well as part of a team - balances team and individual responsibility, provides and accepts feedback
- Analytical skills
- Problem-solving skills
- Relationship management skills
- Presentation and facilitation skills
- Resilience - Ability to work well under pressure in dynamic environment
- Flexible and adaptable
- Influential, concise, rational, and practical communicator
- Creative flair and innovative thinker
- Relationship management
- Discretion, judgment, and high levels of trust
- Own transport

NOTE:

- **PERSON BETWEEN 18-25**:

- No industry experience required.
- Must have the desire to be in sales.
- Ability to speak telephonically with confidence.
- Must have studied something after matric (certificate/degree etc)

**PERSON BETWEEN 26 - 36 and older**
- Must come out of the industry (medical aid / short term / estate / life cover) - SALES
- Must have their RE5 certification.

**Job Types**: Full-time, Permanent

**Salary**: R15,000.00 - R20,000.00 per month

COVID-19 considerations:
All COVID-19 precautions are being taken and kept in this organisation

**Education**:

- Diploma (required)

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