Junior Financial Advisor

Recruiter:

Boardroom Appointments

Job Ref:

KZN000024/SB

Date posted:

Monday, September 6, 2021

Location:

Capetown, South Africa

Salary:

R144 000.00

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.

Qualifications, Experience, and Skills Required

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.

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