Salaried Financial Advisor

Responsibilities

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Process cases, deal with complex queries, and investigate and resolve customer problems.
• Analyze specific problems and issues to find the best solutions, which could be technical or professional in nature.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and ensure the organization has quality data for effective customer retention and business development activities.
• Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, evaluate the customer's level of interest, and identify and respond to areas requiring further information or explanation.
• Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and enable effective two-way flow of information and resolution of issues.
• Develop a personal network within the business sector and represent the organization at business sector events.
• Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
• Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
• Participate in and contribute to a network of people, technologies, and ideas both inside and outside the company.

Qualifications and Experience

• Grade 12 (Matric).
• Valid Driver’s licence and Own Car.
• FAIS Compliance.
• Criminal and credit check.
• Minimum of 3 years working experience (preferably in sales).
• Computer literacy (MS Word, Powerpoint and Outlook).
• Excellent communication skills (written and verbal).
• Presentations skills an added advantage.