Investment Sales Specialist

1 month ago

Pretoria, South Africa Status Asset Management Full time

Position: Investment Sales Specialist

Location: Pretoria

 

Are you all about client services and addressing customer concerns? Are you a fantastic salesperson with the ability to meet deadlines? Do you love working with people and ensuring they feel heard? Then raise your hand because we’re HIRING

This role plays an integral part in our team, as you are the first point of contact between our investors and the Company. Therefore, setting the tone for investor satisfaction.

 

Great, so who is a good fit?

A specialist who is an expert in achieving and exceeding sales targets. Responsible for the relationship between the Company and the Investor, as well as someone who has amazing organisation and timekeeping skills. You are self-motivated and self-driven with an unwavering ability to continuously learn and improve. You love working with people and your number one priority is customer satisfaction, as well as marketing the Business’ products.

 

You may be wondering, what does the duties include?

  • Meeting with possible investors for the LNDR Club;
  • Grow and build the investor Club membership;
  • Responsible to do presentations to possible investors so as to attain new business;
  • Manage and convert leads into sales and ensure outcomes are captured onto the system;
  • Informs clients by explaining procedures; answering questions; providing information;
  • Cold calling and answering of inbound calls in a timely and friendly manner;
  • Evaluate problems and complaints of investors and provide proper solutions to them;
  • Respond to the needs of investors and provide personalised service;
  • Provide information on the company’s products or services and generate interest in the offer;
  • Upsells products and services;
  • Researches needed information using available resources;
  • Makes relevant notes from investor interactions;
  • Identify any issues that investors might be struggling with;
  • Report on investor feedback;
  • Manage & update investor databases;
  • Follow-ups on investor calls;
  • Boost investor loyalty by offering a proper experience over the phone.

 

Are there any specific skills and attributes required?

  • Ability to build strong relationships and effectively identify problems as soon as they arise;
  • Analysis of stumbling blocks to find positive solutions and ability to develop alternative solutions to common issues;
  • Identify critical factors which will affect certain outcomes, as well as accurately evaluate options and establish priorities;
  • Anticipate outcomes and identify consequences;
  • Open and honest communication regarding products;
  • Actively listen to others to determine approach to be taken and the ability to persuade individuals so as to see reason;
  • Successful creation and implementation of negotiation strategy;
  • Ability to show empathy with excellent verbal and written communication skills;
  • Ability to provide concise and relevant information and able to provide advice when needed;
  • Ability to work alongside team to achieve a common goal;
  • Be mutually accountable for all projects taken on;
  • Ability to encourage differences and opinions;
  • Ability to perform tasks in an organised manner;
  • Set personal goals and ensure the achievement thereof;
  • Plan efficiently and effectively to ensure deadlines are met;
  • Ability to remain calm in a situation of conflict;
  • Display patience when dealing with stakeholders and team;
  • Highly disciplined with a willingness to learn;
  • Confident with the ability to apply resilience;
  • Cooperative and optimistic;
  • High attention to detail.

 

Take a look at the what the requirements for this amazing job is

  • Matric;
  • 4 year’s solid sales experience;
  • Familiar with telephone and computer technology;
  • Experience within the financial services industry, preferred;
  • Experience in effectively making sales and reaching targets;
  • Customer service experience;
  • Ability to handle pressure.

  • Business Analyst

    5 days ago

    Pretoria, South Africa Capital H Staffing and Advisory Solutions Full time

    Our client in the financial services industry is looking for an Investment Reporting Specialist / Business Analyst at their offices in Pretoria.The Reporting Specialist will play a key role in the development of effective client-centric investments reports, the testing of the complex calculation based on the correct underlying data and ensuring compliance of...

  • Business Analyst

    4 days ago

    Pretoria, South Africa CapitalH Full time

    Our client in the financial services industry is looking for an Investment Reporting Specialist / Business Analyst at their offices in Pretoria. The Reporting Specialist will play a key role in the development of effective client-centric investments reports, the testing of the complex calculation based on the correct underlying data and ensuring compliance...

  • Business Analyst

    2 days ago

    Pretoria, South Africa CapitalH Full time

    Our client in the financial services industry is looking for an Investment Reporting Specialist / Business Analyst at their offices in Pretoria.The Reporting Specialist will play a key role in the development of effective client-centric investments reports, the testing of the complex calculation based on the correct underlying data and ensuring compliance of...

  • Junior Investment Analyst

    1 month ago

    Pretoria, South Africa IT Ridge Technologies Full time

    The purpose of this role is to assist the Investment Analyst in providing extensive reporting, monitoring and analysis of the investment portfolios of the Corporation and the establishment and upkeep of the systems to support these functions. The role also entails liaising with the Corporation’s back and middle offices and the custodian. The incumbent will...

  • Specialist - Licensing Insurers & Investment

    1 month ago

    Pretoria, South Africa Financial Sector Conduct Authority Full time

    **Purpose of the Job**: **Key Performance Areas**: - Identify gaps in the regulatory framework and initiates changes to be made to the framework and policy. - Ensure that all determination of fit and proper requirements are fully evaluated. - Assist the department in executing licensing functions within defined SLCs. - Identify emerging trends during the...

  • Investment Officer Client Relationship Manager

    4 weeks ago

    Pretoria, South Africa Belmar Personnel Full time

    **Pretoria East**: Must be fluent in Afrikaans As an Investment Officer, your primary responsibility will be to identify business opportunities and offer high-interest fixed-term deposit and investment solutions to clients. You will need to develop, grow, and manage client relationships to promote the financial interests of the institution. - Offer...

  • Parts Sales Specialist

    1 month ago

    Pretoria, South Africa Dante Personnel Full time

    Gauteng, Pretoria CBD An Automotive distribution company that specializes in excellent services within a wide range of solutions for the medium to heavy automotive industry is looking for a Parts Sales Specialist to join their team **Minimum requirements**: - Matric is required - 2+ Years’ Experience as an Internal Sales Consultant - Extensive...

  • Consumables Sales Specialist

    1 month ago

    Pretoria, South Africa Chainlink Recruitment Full time

    **Job Title - **Consumables Sales Specialist **Area - **Pretoria **Industry - **Packaging / Food (Meat), preferably **Duties**: - Plan sales calls to ensure a value-added approach - **Building market share in your areas**: - Analyse competitor activity and market trends and feedback. - Submit weekly sales plans - Achieve volumes/budgets - Proactively...

  • Marketing and Sales Analytics Specialist

    14 hours ago

    Pretoria, South Africa Qetello Holdings Full time

    About Our Client: Our client is a non-profit, mutual medical scheme registered with the Council for Medical Schemes. With over 56 years of experience, they have been dedicated to providing healthcare services to South Africans. They are currently seeking a Marketing and Sales Analytics Specialist to join their team in Gauteng.The position: Our client is...

  • National Sales Manager: Long-term

    1 month ago

    Pretoria, South Africa Status Asset Management Full time

    Position: National Sales ManagerLocation: Pretoria  Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at convincing and does your negotiation skills know no bounds? Are you hungry for Sales and willing to go the extra mile to obtain them? Raise your hand becauseWE’RE HIRING!...

  • Marketing and Sales Analytics Specialist

    12 hours ago

    Pretoria, South Africa Adzuna ZA B C2 Full time

    About Our Client: Our client is a non-profit, mutual medical scheme registered with the Council for Medical Schemes. With over 56 years of experience, they have been dedicated to providing healthcare services to South Africans. They are currently seeking a Marketing and Sales Analytics Specialist to join their team in Gauteng.The position: Our client is...

  • Marketing and Sales Analytics Specialist

    19 hours ago

    Pretoria, South Africa Qetello Holdings Full time

    About Our Client: Our client is a non-profit, mutual medical scheme registered with the Council for Medical Schemes. With over 56 years of experience, they have been dedicated to providing healthcare services to South Africans. They are currently seeking a Marketing and Sales Analytics Specialist to join their team in Gauteng. The position : Our client is...

  • Marketing and Sales Analytics Specialist

    23 hours ago

    Pretoria, South Africa Qetello Holdings Full time

    About Our Client: Our client is a non-profit, mutual medical scheme registered with the Council for Medical Schemes. With over 56 years of experience, they have been dedicated to providing healthcare services to South Africans. They are currently seeking a Marketing and Sales Analytics Specialist to join their team in Gauteng.The position: Our client is...

  • Product Specialist

    4 weeks ago

    Pretoria, South Africa PikUniq Full time

    Looking for a Product Specialist with a min of 5 years of experience in a similar role, including a bachelor's degree in a related field [BTech or B.Eng]. Extensive experience in retail, sales or customer service. **Salary**: R39,999.00 - R40,000.00 per month Ability to commute/relocate: - Pretoria, Gauteng: Reliably commute or planning to relocate before...

  • Business Development Coordinator

    1 month ago

    Pretoria, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Recruiting Specialist

    1 day ago

    Pretoria, South Africa North Point Reality Group Full time

    Northpoint Realty Group is looking for a highly ambitions Recruitment Specialist to Identify real estate agents and brokers and book them into our Discovery Call Interview each week. This position offers you the opportunity to use your previous recruitment expertise to recruit estate agents and commercial brokers nationally for Northpoint Realty Group...

  • Remote Vehicle Sourcing Specialist

    1 month ago

    Pretoria, South Africa South African Vehicle Sourcing Agency Full time

    Position: Remote Vehicle Sourcing Specialist Location: Work from Home Company: SAVSA - Your Trusted Vehicle Sourcing Partner Are you passionate about cars and skilled in connecting buyers with their dream vehicles? Join SAVSA, a leading vehicle sourcing agency in South Africa, and embark on a rewarding career as a Remote Vehicle Sourcing...

  • Sales Executive

    4 weeks ago

    Pretoria, South Africa HotelJobs.co.za Full time

    An exciting opportunity for a self-starter who is keen to develop relationships, work in a fun industry and have a say in writing their own pay cheque **PRETORIA SALES SPECIALIST: On the road sales consultant** **START DATE: IMMEDIATELY** Hard Skills: - Must be capable of managing their online diary (with support from the admin team) - Orders are taken...

  • Key Account Specialist

    1 month ago

    Pretoria, South Africa African Personnel Full time

    Role Summary - A Key Accounts Specialist is responsible for developing and promoting the relevant brand of the company through fashioning new ways to make the business grow and thrive in the face of competition **Requirements**: - Grade 12 - Higher sales/marketing qualification - Solid SAP4Hanna experience - Minimum 5 years work experience. - At least 2...

  • Area Supervisor

    1 month ago

    Pretoria, South Africa Specialist Confectionery Full time

    The purpose of this role is to ensure the ongoing customer excellence and profitability of our confectionery retail branches. Managing risks, identifying opportunities as well as instilling customer centricity through regular, meaningful visits and interactions is a key part of the area supervisor role. It is also important to ensure compliance in terms of...