Description
Key /Performance Areas
Financial Advice
· Provides advice in line with the customer value proposition & compliance framework.
· Works in specific allocated markets.
· Works with a specific range of products.
Personal Effectiveness
· Accountable for service delivery through own efforts.
· Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
· Makes increased contributions by broadening individual skills.
· Collaborates effectively with others to achieve personal results.
· Accepts and lives the company values.
Relationship Building
· Establish sound working relationships and maximises opportunities with prospective clients.
· Uses appropriate interpersonal and communication techniques to gain client acceptance.
Sales/ Productivity
· Develops, tracks & reviews business plan to meet individual performance targets.
· Engages in limited prospecting.
Requirements: Skills, Qualifications and Experience required
· Grade 12 (Matric).
· Valid Driver’s licence and Own Car
· FAIS Compliance
· Clear criminal and credit check
· Minimum of 3 years working experience (preferably in sales)
· Computer literacy (MS Word, Powerpoint and Outlook)
· Excellent communication skills (written and verbal)
· Presentations skills an added advantage
Attributes / Competencies
· Client Focus
· Decision Making
· Planning & Organising
· Sales Ability
· Technical Knowledge
· Tenacity
Skills
Education
Closing Date
31 December 2024
