Financial Advisor – Recruitment Pool
South Africa
Full Time
2 weeks ago
No Sponsorship
Key skills
CRMSales
About this role
Role Overview
- Provides advice on a specific range of products to a specific allocated market
- Provide a quality service to customers while identifying opportunities to secure new business or support retention
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers
Requirements
- NQF Level 5
- Higher, Advance or Occupational Certificate or equivalent
Benefits
- Customer Service
- Solutions Analysis
- Receiving Visitors
- Customer Relationship Management (CRM) Data
- Customer Needs Clarification
- Customer Relationship Development / Prospecting
- Operational Compliance
- Business Development
- Sales Opportunities Creation
- Data Exploration
- Network of Influence