Sales Support Consultant wanted urgently: APPLY NOW

Cape Town, Western Cape
Position Description

This is an administrative support position that reports directly to the Branch Manager in the branch. The role is there to render sales support and administration to the financial advisers and works closely with the Admin Support Consultant.

Key Responsibilities

Output/Core Tasks:

Client appointment and liaison, including determining the client needs from Key Account questionnaire and follow-up on leads/referrals
Assist financial advisers with background preparation for client appointments
Provide quotes and building recommendation presentations
Undertake preliminary financial analysis calculations
Submission of new business
Compile weekly reports on outstanding premiums; lapses and replacements
Team cohesiveness and relationship building by building productive relationships with advisers, sales management and alliance departments (SFA/SKY)

Minimum Requirements

Qualifications:

Grade 12
An industry-related qualification will be a strong recommendation

Experience:

3 years’ experience in financial distribution services
Strong financial advice related and administration experience (2 – 3 years)

Personal Attributes / Skills:

Sound telephone etiquette
Customer service orientated
Attention to detail
Problem solver
Able to work independently and plan/schedule work effectively
Team player
Communication and relationship building
Competencies
Managing work
Gaining commitment
Information gathering
Concern for accuracy
Communication
Problem-solving
Building customer loyalty
Results-driven
Building and maintain relationships
Team success
Treating customers fairly

Apply Now

Source: Indeed