Job Description
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.
Key Qualifications:
- 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.
Minimum Requirements:
- Matric
- Fluent in English
- 1 – 3 years’ experience in a similar environment
Remuneration:
Salary: R5 000 – R8 000 + Commission
Working Hours:
Monday – Friday, 8 am – 4.30 pm
**Only Shortlisted candidates will be contacted**
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