Jobs
>
Pretoria

    Looking for Discovery Tied Agents - Pretoria, South Africa - Status Asset Management

    Status Asset Management
    Status Asset Management Pretoria, South Africa

    Found in: Talent ZA C2 - 6 days ago

    Default job background
    Full time
    Description

    Location: East Rand, Nelspruit, Durban, Western-Cape, Gauteng

    We are seeking a knowledgeable and energetic Discovery Tied Agent who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs.

    Role and Responsibilities:

    • Develop and maintain a personal network and represent the organization at relevant industry events.
    • Source leads and referrals.
    • Identify sales opportunities while promoting the organization and enhancing its reputation.
    • Introduce internal specialists and utilize their expertise to gather and analyse client data in order to identify the correct sales opportunities and solutions.
    • Manage the customer journey from sales to on-boarding and regular portfolio review.
    • Develop and implement a customer contact plan to communicate and engage with the client regarding product launches, sales campaigns, servicing opportunities and ongoing portfolio management.
    • Manage key client customer relationships to maintain customer satisfaction, retention and loyalty while following principles of TCF.
    • Develop and maintain knowledge, understanding and adherence to the regulatory framework and relevant codes as well as the organizations policies and procedures.
    • Participate in development programmes, assessments and activities which form part of the formal and informal training program.
    • Gain/maintain the relevant external professional accreditation requirements.
    • Maintain an in-depth understanding of the Financial Services Industry regulations, best practice solutions and fit and proper requirements.

    Desired Qualification and Experience:

    • Matric/Grade 12 or SAQA Accredited Equivalent Essential.
    • 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
    • 2 or more years' experience as a Financial Advisor within the financial services industry, life and investment essential.
    • RE 5 certificate.
    • Proven sales track record.
  • The Recruitment Council

    Distribution Channel Director

    Found in: Talent ZA 2A C2 - 6 days ago

    The Recruitment Council Pretoria, South Africa

    The successful candidate will be responsible for translating and operationalizing the companys strategy to develop and implement a new generation PSA (Product Supplier Agents) channel. · The role is accountable for footprint growth and client expansion while using social media, ...

  • OUTsurance

    Broker

    Found in: Talent ZA C2 - 8 hours ago

    OUTsurance Centurion, South Africa Full time

    Job Description · Role Overview · Our business product offering has grown significantly over the years which has led to the development of the OUTsurance Broker Tied Agent Model. · The incumbent of this position will be responsible for growing and developing the business insuranc ...

  • Deka Minas Pty Ltd

    Regional Sales Manager

    Found in: Executive Placements ZA C2 - 3 days ago

    Deka Minas Pty Ltd Midrand, South Africa

    Our client is the holding company of some of South Africa's leading financial service providers. Their portfolio includes short-term insurers, a long-term insurer, health insurance as well as an insurance and personal finance comparison platform. They seeking a passionate and lea ...

  • The Recruitment Council

    business development consultant

    Found in: Talent ZA 2A C2 - 3 days ago

    The Recruitment Council Sandton, South Africa

    Are you a dynamic professional with a passion for driving business growth? We have an outstanding opportunity with a leading Financial Services company seeking a talented Business Development Consultant. As a Business Development Consultants, you are committed, driven, results or ...