About the role

  • Financial Advisor provides advice on a range of financial products and ensures quality customer service in South Africa. Responsibilities include sales opportunities creation and operational compliance.

Responsibilities

  • Provide advice on a specific range of products
  • Provide a quality service to customers while identifying opportunities to secure new business or support retention
  • Analyze specific problems and issues to find the best solutions
  • Receive visitors and assist with various requests for information
  • Schedule follow-up actions and enter relevant information into the CRM system
  • Set clear objectives for each sales call or meeting
  • Develop and implement a relationship management plan for potential customer accounts
  • Develop knowledge and understanding of the organization's policies and procedures
  • Monitor and assess sales and market data for a specific geographic region
  • Develop a personal network within the business sector
  • Conduct research and select relevant information to enable analysis of key themes and trends
  • Demonstrate understanding of the value of networking

Requirements

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

Benefits

  • Customer Service
  • Solutions Analysis
  • Receiving Visitors
  • Customer Relationship Management (CRM) Data
  • Customer Needs Clarification
  • Customer Relationship Development / Prospecting
  • Operational Compliance
  • Business Development
  • Sales Opportunities Creation
  • Data Exploration
  • Network of Influence

Job title

Financial Advisor

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job