Financial Advisor – Recruitment Pool

Responsibilities

• Provides advice on a specific range of products to a specific allocated market
• Provide a quality service to customers while identifying opportunities to secure new business or support retention
• Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed
• Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers

Requirements

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Soft Skills

• customer service
• relationship management
• sales analysis
• business development
• market assessment

Certifications & Qualifications

• NQF Level 5
• Higher Certificate ...