Result driven sales consultant, capable of closing deals, required for cold calling (inbound and outbound) position for the Wealth/Asset Management Division of this Independent Financial Service Provider.

Minimum requirements:

B.Comm or B.Bus.Sci(Financial) - essential
Minimum 1 -2 years relevant sales experience essential
Investment product knowledge essential
Ability to deal with inbound/outbound telephonic enquiries essential
Excellent verbal and written communication essential

Responsibilities:

Driving sales through calling potential and existing clients – inbound and outbound telephonic work
Converting leads from digital marketing, education events and public website into registrations
Specialist support to clients
Handle and manage escalated and non-standard enquiries
Converting registrations into account openings – follow up on outstanding documents and FICA requirements
Converting account openings to account funding – assist investors into their first trade/investment
Acquiring additional investments from existing investors – cross selling/promotion of other investment accounts
Business retention
Identify process improvements and efficiencies
Deal closely with market to know what themes need to be discussed and provide info to clients – presentations and campaigns
Develop graph, fund comparisons and other technical information that clients may need