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
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