2025-04-15

Job Description:

Identify the products or services that best meet the customer’s stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Options include sale of investment products such as lump sum/recurring. Understand and deliver the required individual targets such as, achieving talk time targets, sales targets and other targets.

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Job Responsibilities:

• Make calls to allocated customers to develop new relationships.
• Act as a first point of contact for customer. Manage contacts, connect with the client, develop rapport and form relationships to ensure positive customer experiences at all times.
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential.
• Maintain an understanding of products, relevant technology, external regulation, and industry best practices through ongoing education. Consistently achieves results, even under tough circumstances.
• For example, regularly pushes self to achieve outstanding outcomes; consistently establishes bold goals for own performance; is passionate about excellent results and significant contributions. Shows great tenacity to complete goals/initiatives in a timely way.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Develop knowledge and understanding of the organization’s policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
• Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
• Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listens attentively and takes an interest.
• Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.
• Priorities own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance. Achieve talk time targets, effectiveness targets and sales targets.

Job Requirements:

• 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous)
• A relevant Finance related degree / diploma (Advantageous)
• Class of Business (COB) (Essential)
• RE5 (Essential)
• Matric / Grade 12 or SAQA Accredited Equivalent (Essential);
• 120 FAIS Credits (NQF5) in Wealth management (Essential)

Job Details:

Company: Telesure Investment Holdings – TIH

Vacancy Type: Full Time

Job Location: Soweto, Gauteng, SA

Application Deadline: N/A

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