Pretoria: Investment Sales Specialist posted by Numeral Financial Services Group

About the Role

We are seeking an experienced Investment Sales Specialist to join our team at Numeral Financial Services Group in Pretoria. As the first point of contact between our investors and the Company, you will play a crucial role in setting the tone for investor satisfaction. If you have excellent communication skills, a strong work ethic, and a passion for delivering exceptional customer service, we want to hear from you.

Key Responsibilities

• Meeting with possible investors for the LNDR Club;
• Grow and build the investor Club membership;
• Responsible for presentations to possible investors so as to attain new business;
• Manage and convert leads into sales and ensure outcomes are captured onto the system;
• Inform clients by explaining procedures, answering questions, providing information;
• Cold calling and answering of inbound calls in a timely and friendly manner;
• Evaluate problems and complaints of investors and provide proper solutions to them;
• Respond to the needs of investors and provide personalised service;
• Provide information on the company’s products or services and generate interest in the offer;
• Upsells products and services;
• Researches needed information using available resources;
• Makes relevant notes from investor interactions;
• Identify any issues that investors might be struggling with;
• Report on investor feedback;
• Manage & update investor databases;
• Follow-ups on investor calls;
• Boost investor loyalty by offering a proper experience over the phone.

Requirements

• Ability to build strong relationships and effectively identify problems as soon as they arise;
• Analysis of stumbling blocks to find positive solutions and ability to develop alternative solutions to common issues;
• Identify critical factors which will affect certain outcomes, as well as accurately evaluate options and establish priorities;
• Anticipate outcomes and identify consequences;
• Open and honest communication regarding products;
• Actively listen to others to determine approach to be taken and the ability to persuade individuals so as to see reason;
• Successful creation and implementation of negotiation strategy;
• Ability to show empathy with excellent verbal and written communication skills;
• Ability to provide concise and relevant information and able to provide advice when needed;
• Ability to work alongside team to achieve a common goal;
• Be mutually accountable for all projects taken on;
• Ability to encourage differences and opinions;
• Ability to perform tasks in an organised manner;
• Set personal goals and ensure the achievement thereof;
• Plan efficiently and effectively to ensure deadlines are met;
• Ability to remain calm in a situation of conflict;
• Display patience when dealing with stakeholders and team;
• Highly disciplined with a willingness to learn;
• Confident with the ability to apply resilience;
• Cooperative and optimistic;
• High attention to detail.

Qualifications

Matric

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