Great salespeople are relationship builders who provide value and help their customer win… sounds familiar?
Is this you?
You are passionate about connecting with people on the phone and enjoy setting appointments. You dislike aggressive sales techniques and prefer to engage positively with prospective clients. You would enjoy working with a close-knit team of 10, who are accomplished in the field of Retail Investments and you have at least 2 years of working experience within financial services. Your ability to converse in an African language has allowed you to engage with clients more effectively and your passion for making a positive difference to people’s long-term financial wellbeing is something you take pride in.
What you’ll be doing (and why you’ll enjoy it)
As a Retail Sales Consultant, you will be qualifying clients via telephone to identify whether the investment product on offer is relevant to them. You will liaise with the Retail Investment Team for immediate support, and set up a face to face or telephone appointments. You will be supporting the Senior Investment Consultants with sales admin, including the preparation of quotation documents and reports. You’re a proactive worker and enjoy working closely with internal teams to ensure that clients experience world-class service at all times!
Where you’ll be doing it
An investment service provider with a sincere and transparent investment philosophy. A driven change-maker who does not complicate what is, and should be, simple when making investment decisions. A trendsetter with a winning working environment and a supportive structure that attracts passionate and hungry sales individuals into their growing space.
What you’ll need
2 years proven track record of appointment setting or cold calling or a role that involved client communication within financial services, and fluency in an African language.
What’s in it for you
Attractive cost to company, commission, and benefits awaits the successful candidate. Easily located offices, remote working, and excellent incentives within a driven working environment that promotes teamwork.
How to apply
For a confidential discussion please contact Malika at [Phone Number Removed]; or send your CV to [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- CFP
- Investments
- Retirement
- unit trust
Desired Work Experience:
- 1 to 2 years
Desired Qualification Level:
- Grade 12 / Matric