Key skills
Sales
About this role
Role Overview
- Build and maintain meaningful relationships with Advisers, AIFA, Regional Managers, branch staff and relationship managers
- Act as a liaison between the Investments Product House and AIFA
- Facilitate business growth by assisting the Adviser to put strategies in place
- Use Practice Management tools to ensure sales opportunities for Advisers
- Train Advisers and their staff on Investments Product House products, systems and processes
- Support the AIFA Regional Manager with their sales initiatives
- Collaborate with product house stakeholders to provide input on product enhancements
Requirements
- Bachelor’s degree or NQF 7 equivalent
- Up to 3-5 years' experience in a similar role or Investments related exposure
- FAIS Fit and Proper requirements applicable to this role
Benefits
- Equal opportunity employer
- Affirmative action employer