interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network way towards becoming a seasoned and qualified financial professional. An exciting and challenging career
championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing providing sound financial advice, recommending, and implementing "fit for purpose" financial plans and solutions Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 sales of products and services with existing customers Work mainly on own leads
diagnostic equipment and software
to all customers Ensure all out of stock queries from customers are followed up with the customer service service out of stock list Ensure all customer stock queries are dealt with and resolved Ensure the correct Minimize any losses by handling all merchandise carefully Adhere to companies policies and procedures, SOPs
diagnostic equipment and software Excellent customer care skills Valid driver's license Available ASAP
Responsibilities – Evaluate customers needs – Building positive relationships with existing customers – Attending sales Upselling financial products and services – Achieving sales goals – Creating and maintaining customers database record – Data management – Time management – Great customer service – Willing to travel – Flexibility and
Client in the financial services sector requires a results driven Sales Executive with strong hunter hunter sales skills Drive revenue growth Expand the customer base Maintain key client relationships Identify Address any concerns or objections raised by customers Report on sales activities, pipeline, and revenue products Provide the correct solution that meets the customer's needs Negotiate past objections Meet weekly / Conduct monthly visits to existing clients Keep customer informed of new products and services Collaborate
Client in the financial services sector requires a results driven Sales Executive with strong hunter hunter sales skills Drive revenue growth Expand the customer base Maintain key client relationships Identify Address any concerns or objections raised by customers Report on sales activities, pipeline, and revenue products Provide the correct solution that meets the customer's needs Negotiate past objections Meet weekly / Conduct monthly visits to existing clients Keep customer informed of new products and services Collaborate
Our client, a leader in the financial sector is urgently looking for a Short Term Insurance Broker to clients telephonically as well as in person ● Match customers need to suitable products available at your disposal
existing as well as new customer prospects and to, provide solutions for customers in order to boost revenue base on customers and their relationships/influences Generate growth of allocated and new customer base and conduct presentations to customers Conduct exhibitions and customer specific training if required for your area allocated Attend key project or customer meetings Report on competitor activities in the maintain effective customer relationships to understand customer needs Promote customer understanding of