Junior Financial Advisor

SUMMARY:
National financial services organisation, seeking a new candidate to be responsible for the growth and expansion of our business as a Financial Advisor.
 
The primary focus of the position relates to sales in our Medical Aid division with a particular focus on corporate clients; however, our unique holistic offering provides exciting opportunities across multiple platforms and providers.

POSITION INFO:
Responsibilities

• Identifying the financial needs of clients and / or leads and providing recommendations and advice, with a particular focus on corporate clients;
• Travelling extensively between cities and provinces;
• Converting provided leads into sales;
• Identifying new business opportunities;
• Attracting new clients through various methods of prospecting, including cold calling;
• Develop and implement the company’s sales strategy;
• Reviewing clients’ complete financial portfolio and identifying cross-selling opportunities;
• Achieve Medical Aid sales targets;
• Manage client profiles;
• Attend to clients’ annual reviews;
• Client retention and continuous service;
• Submit weekly production reports.

•  Minimum Grade 12 (NQF5 or similar qualification would be beneficial);
• 1-2 years’ work experience; previous sales experience in the financial services / medical scheme’s industry;
• Computer literate especially pertaining to PowerPoint and Excel;
• Excellent interpersonal skills;
• Outgoing, professional and presentable;
• Motivated, independent and energetic;
• Driver’s License and own reliable vehicle – non-negotiable;

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