- Represent and sell financial services to clients
- Promote products using presentation techniques
- Keep management informed of competitor activity and customer status
- Achieve pre-set sales targets
- Diploma with no experience or Grade 12 with 1-2 years related experience
- Knowledge of new business processing, existing business processing, appointment preparation, client appointments, and partnership building
- Personal attributes: optimises work processes, communicates effectively, action-oriented, plans and aligns
- Cultivates innovation
- Customer focus
- Drives results
- Collaborates
- Being resilient
Branch Consultant/Financial Advisor-Richards Bay - Sanlam
Description
Representatives will sell financial services to clients, promoting products and achieving sales targets.
Key Responsibilities:
Requirements:
Core Competencies:
Selection Process:
The shortlisting process will start after the application deadline. The time taken to complete this process will depend on how far you progress and the availability of managers.