Description:
Key Activities:
- Source, develop and nurture your own client base by networking and prospecting
- Source new business from retained clients and by means of referrals
- Meet clients in person to provide them with financial planning advice and solutions
- Sales as an outcome of needs analysis conducted and advice provided
- Identify a clients’ insurance and investment needs, risk tolerance and profile, other investments
(and other assets), personal circumstances, income requirements, investment time horizon etc.
- Make a written recommendation based on a clients’ responses to the risk profile questionnaire and subsequent discussions
- Provide the client with information on the performance of the various investment portfolios available
- Educate the clients with regards to basic cover, medical aid and investment principles and retirement and insurance needs
- Educate Business clients regarding corporate benefit portfolio
- Provide on-going financial planning advice to “retained” clients
- Develop and implement strategies to obtain and manage business opportunities arising within
assigned corporate accounts
- Manage and strengthen relationships
- Resolve client concerns, queries and/or complaints
Benefits:
Flexible working hours
Training and development (product, systems, and sales). You will receive training from professional Trainers as
well as your manager and will therefore get training from someone who has experienced the industry firsthand
Competitive commission based on achieving set sales targets (your effort matches your remuneration)
Opportunity to join a well-established, reputable brand
APPLY NOW
Requirements:
Key Activities:
- Source, develop and nurture your own client base by networking and prospecting
- Source new business from retained clients and by means of referrals
- Meet clients in person to provide them with financial planning advice and solutions
- Sales as an outcome of needs analysis conducted and advice provided
- Identify a clients’ insurance and investment needs, risk tolerance and profile, other investments
(and other assets), personal circumstances, income requirements, investment time horizon etc.
- Make a written recommendation based on a clients’ responses to the risk profile questionnaire and subsequent discussions
- Provide the client with information on the performance of the various investment portfolios available
- Educate the clients with regards to basic cover, medical aid and investment principles and retirement and insurance needs
- Educate Business clients regarding corporate benefit portfolio
- Provide on-going financial planning advice to “retained” clients
- Develop and implement strategies to obtain and manage business opportunities arising within
assigned corporate accounts
- Manage and strengthen relationships
- Resolve client concerns, queries and/or complaints
Benefits:
Flexible working hours
Training and development (product, systems, and sales). You will receive training from professional Trainers as
well as your manager and will therefore get training from someone who has experienced the industry firsthand
Competitive commission based on achieving set sales targets (your effort matches your remuneration)
Opportunity to join a well-established, reputable brand
APPLY NOW
- Source, develop and nurture your own client base by networking and prospecting
- Source new business from retained clients and by means of referrals
- Meet clients in person to provide them with financial planning advice and solutions
- Sales as an outcome of needs analysis conducted and advice provided
- Identify a clients’ insurance and investment needs, risk tolerance and profile, other investments
- Make a written recommendation based on a clients’ responses to the risk profile questionnaire and subsequent discussions
- Provide the client with information on the performance of the various investment portfolios available
- Educate the clients with regards to basic cover, medical aid and investment principles and retirement and insurance needs
- Educate Business clients regarding corporate benefit portfolio
- Provide on-going financial planning advice to “retained” clients
- Develop and implement strategies to obtain and manage business opportunities arising within
- Manage and strengthen relationships
- Resolve client concerns, queries and/or complaints
- Marketing: 1 year or less
- Networking: 1 year or less
- Sales: 1 year or less
Desired Experience & Qualifications:
The ideal candidate will be a driven self-starter with the ability to think outside the box and work under pressure.
- The ability to work productively alone as well as in a team within a competitive environment is
required
- Ability to network and prospect to grow client base
- A professional appearance and good communication and interpersonal skills is essential.
- Experience in the sales sector is needed. Reaching sales targets is imperative.
- A tertiary qualification is an advantage
- Own transport is non-negotiable.
- Clear credit and criminal record are important.
- The ability to work productively alone as well as in a team within a competitive environment is
- Ability to network and prospect to grow client base
- A professional appearance and good communication and interpersonal skills is essential.
- Experience in the sales sector is needed. Reaching sales targets is imperative.
- A tertiary qualification is an advantage
- Own transport is non-negotiable.
- Clear credit and criminal record are important.
Desired Experience & Qualifications:
The ideal candidate will be a driven self-starter with the ability to think outside the box and work under pressure.
- The ability to work productively alone as well as in a team within a competitive environment is
required
- Ability to network and prospect to grow client base
- A professional appearance and good communication and interpersonal skills is essential.
- Experience in the sales sector is needed. Reaching sales targets is imperative.
- A tertiary qualification is an advantage
- Own transport is non-negotiable.
- Clear credit and criminal record are important.