Responsibilities:
- Provide clients with appropriate financial products;
- Provide financial education to clients and companies;
- Building client relationships by understanding and exceeding clients’ needs and ensuring professionalism at all times;
- Service clients promptly and efficiently with a professional and friendly demeanor;
- Delivering world-class customer service excellence and ensuring legislative compliance at all times and provide clients with the appropriate financial products;
- Using appropriate interpersonal and communication techniques to gain client acceptance;
- Facilitate cross-selling of financial products;
- Continuously demonstrating energy and tenacity to achieve set targets within set timelines;
- Analyzing and keeping abreast of market trends while at the same time demonstrating flexibility and adaptability as required;
- Retain business and generate sales leads.
Experience and Qualifications:
- Grade 12 with at least 25 points;
- Tertiary qualification will be an advantage;
- Code B Driver’s license; Code C1 will be an added advantage
- 2-3 years relevant sales or client services experience;
- Experience in a local vernacular will be an advantage;
- Excellent all round communication skills;
- Computer literacy is essential;
- Good numerical ability;
- Ability to engage with people from different backgrounds;
- Have a strong team focus;
- Availability to work extended trading hours when required.
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