Wealth Management Consultants (Employee Benefits) - Sales support – Cape Town, Johannesburg, Durban

SUMMARY:
Sales support consultants needed - Insurance (Employee Benefits), one of South Africa’s leading advisory practices, has several vacancies for wealth managers / Sales support to provide financial advice to numerous members on an ongoing basis. This position is open to Johannesburg, Cape Town and Durban applicants.

POSITION INFO:

Key responsibilities

The sales support role will require you to perform following a range of duties to be performed within an agreed service level and quality standard, as advised from time to time which will include, but not be limited to:

• Client engagements relating to queries.
• Client engagements relating to pro-active calls in respect of Client Reviews that have been sent. Client engagements including reactive client requirements and pro-active campaigns.
• Adherence to house-view protocols (peer reviews).
• The preparation of records of advice relating to new business and advisory transactions.
• Gathering and uploading client data on Company’s bespoke financial planning software, TrueNorth. Creating transactional tasks from advice processes
• Collaboration with other Company’s staff in respect of collective communications and engagements with clients, such as webinars, quarterly reports, annual reviews, and event management.
• Supporting Company’s sales staff in delivering an outstanding client experience
• Adherence to FAIS, FICA and all other relevant legislation is, of course obligatory.

Activity management

• Complete, validate and sign-off on daily tasks within Company’s in-house Workflow system.
• Monitor activity progress.
• Management escalation.

Communication requirements

• The Company conducts business primarily in English and an advanced understanding and use of English in all forms of communication is essential.
• Native or bilingual proficiency in Afrikaans is an advantage.
• Liaison with all internal support departments within the designated Company’s internal processes to ensure service delivery.
• Most sales opportunities will be created in the first instance through telephone dialogue. An appropriate telephone manner is therefore a pre-requisite.

Personal attributes

• Customer and results focussed.
• Sales and service.
• Deadline adherence.
• ‘Self-starter’ with a high level of energy.
• Time management.
• Professional at all levels.
• Ability to investigate, analyse, reconcile and solve problems.
• Ability to cope well under pressure.
• Well groomed, professional presentation.
• Uncompromising commitment to the client.

NB! This job is now closed. You can apply for other jobs by uploading your CV.