Sales Consultant

Recruiter:

Muluma Advisory Services

Job Ref:

JHB000055/Thabi

Date posted:

Monday, June 13, 2022

Location:

Johannesburg, South Africa

SUMMARY:
One of our clients who is in the Financial Services industry is looking for a Sales Consultant to join their team. To support the business’s Value Proposition by delivering quality supervised financial planning and advisory services to existing and prospective business clients; complying with all relevant industry regulation and business procedures; achieving all agreed performance targets; and in so doing contribute to the achievement of the business’s Strategic Objectives.

Do you have at least 2-3 years experience in sales? Read the requirements below. This could be your next opportunity.

JOB DESCRIPTION:

Job Description includes but not limited to:

IDENTIFY INCOME OPPORTUNITIES: Scan client base and target market for financial planning opportunities
APPROACH LEADS: Contact clients/prospects to introduce or position product/service campaign
ESTABLISH AND DEFINE RELATIONSHIPS: Agree and document services to be provided
GATHER DATA: Gather personal and financial information required to develop financial plans
ANALYSE DATA: Assess information and formulate strategies
DEVELOP AND PRESENT FINANCIAL STRATEGIES: Organise information to formulate and evaluate financial strategies
IMPLEMENT FINANCIAL STRATEGIES: Implement client instructions
MONITOR FINANCIAL PLANS: Monitor client progress and changing circumstances.

Requirements:

2-3 Years Experience
Finance Qualification
Passionate about sales
Working towards an RE5 ( Regulatory Exam)

If you don’t hear back from us within 14 days from your application, please consider your application unsuccessful

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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