Job Description
About the Role
As an independent financial brokerage, our client provides a wide array of Financial Services to its Professional clients in the market including Risk, Investment, and Estate Planning. They pride themselves in providing exceptional client services unmatched within the industry.
Key Responsibilities
- Pitch our business to potential new clients and schedule appointments with existing clients for financial advisor visits (Cold-Calling)
- Source leads from various databases.
- Work closely with financial advisors and their teams.
- Schedule appointments based on financial advisors’ diaries.
- Meet daily, weekly, and monthly targets.
- Ability to communicate effectively with their niche clientele
- Contribute significantly to new business revenue.
Requirements
- Proficient in both written and verbal communication.
- Ability to demonstrate great listening skills.
- Exceptional at building rapport with clients.
- Displays patience and empathy towards customers.
- Strong time management and organizational abilities.
- Comfortable working in fast-paced environments.
- Basic or advanced troubleshooting skills, depending on the role.
- Familiarity with common software and tools.
- In-depth understanding of the company’s products and services.
- Specialized knowledge in the customer service area we focus on, such as Wealth portfolios, short-term insurance, financial services, and other relevant domains.
Qualifications
- Matric
Salary & Benefits
Salary: R5 000 – R8 000 + Commission
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Office Automation Jobs in Gauteng
In Gauteng, South Africa, the office automation field is experiencing steady growth due to the increasing demand for digital transformation and process efficiency. Typically, this sector drives business operations forward by automating routine tasks, improving data management, and enhancing overall productivity. Generally, office automation roles are in high demand across various industries, making it an attractive career path for job seekers.
When it comes to salaries, it’s essential to note that salary ranges vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, a common salary range for office automation professionals in Gauteng is typically between R500 000 to R1 million per annum, with some senior roles potentially exceeding this amount. However, please be aware that actual salaries may differ significantly due to individual circumstances.
Common skills required for office automation roles include proficiency in Microsoft Office software, experience with document management systems, knowledge of cloud-based applications, programming languages such as Python or Java, and data analysis skills. Typically, candidates with a degree in information technology or a related field are well-suited for these roles. Additionally, strong analytical and problem-solving skills, attention to detail, and excellent communication abilities are often essential.
Office automation professionals can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public administration. These roles often involve working closely with colleagues to implement process improvements, ensure data accuracy, and maintain system integrity.
Career development opportunities abound for office automation professionals in Gauteng. Typically, job seekers can expect career progression through promotions to senior roles or specialising in a specific area of interest, such as cloud computing or cybersecurity. Many companies also offer training and development programs to equip employees with the latest skills and technologies. By acquiring new skills and staying up-to-date with industry trends, office automation professionals can enjoy a fulfilling and rewarding career in this dynamic field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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