Job Description
Our client based in Cape Town is in search of a Senior Financial Advisor.
- Assists in planning and implementing pursuit of strategic opportunities for Business Insurance by cultivating client relationships and identifying new markets for Business Insurance products or services.
- Monitor and assess sales and market data for a specific geographic region and produce reports to assist management in formulating strategy and identifying areas in the market for business development.
- Develop and implement relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision-makers.
- Use personal expertise to identify complex standard products and/or services offered by the organisation that meet the customer's needs, presenting these with a clear rationale and at standard commercial terms.
- Develop a personal network within the business sector and represent the organisation at business sector events.
- Obtain market intelligence and enhance the visibility and reputation of the organisation, its products, and services.
- Develop and implement a customer contact plan to communicate product launches and engage customers in relevant sales campaigns.
- Act as the first point of contact for customer queries and complaints, resolving these and ensuring that the customer receives an appropriate response.
- Enter customer information gathered through research and/or direct contact into the customer relationship management system to ensure quality data for effective customer retention and business development activities.
- Apply expertise to present solutions that link directly to the key objectives and challenges important to the client.
Candidate Requirements
- Matric
- Full FAIS accreditation (150 credits)
- RE 5
Experience
- 3-6 years industry and commercial experience
How to Apply
Please forward your CV to Should you not be contacted within 2 weeks, kindly consider your application unsuccessful.
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