Sales Executive

Do you aspire working in a dynamic fast-paced & culture where the fantastic opportunity to develop and grow a long term career readily exists?

People who have a passion for the Financial Services industry and who aspire to be leaders in their profession should apply for this role.

Character & Personality Traits for this Role:

Confident

Knowledgeable

Professional individuals who possess a high level of communication

Resilient

Undeniable Work Ethic

High level of professionalism and confidentiality

Self-managed

Wealth Specialists / Sales Professional and are able to thrive in a dynamic, fast-paced environment to provide customized financial planning for high net worth clients.

Technical Skills:

Advanced communication (English business language)

Analytical thinking
Achievement orientation
Enterprising potential
Numeracy skills
Adaptability
Stress tolerance

QUALIFICATIONS REQUIRED FOR ROLE:

• Grade 12 (Matric)
• RE5

(min 120 credits NQF 5/6

• 2 -5 years of Financial Advisory experience
• Understanding of the financial planning process
• High level of technical knowledge
• Excellent computer skills
• Information gathering and monitoring
• Able to relate and interact with all levels of clients and advisors
• Attention to detail & Analytical
• Analytical thinking
• Excellent organizational & Time management skills
• Goal & Achievement Orientated
• High stress tolerance

Main Responsibilities:

Attending client meetings

Protect, secure and grow clients'''''''' wealth by providing independent, expert offshore financial advice, retirement planning, estate planning and tax planning

Assessing client needs by conducting in-depth financial needs analysis

Executing highly customized solutions to meet client’s financial needs

Regular servicing of clients

Sourcing prospective clients and referrals

Meeting activity and sales targets

Reviewing and responding to clients changing needs and financial circumstance