To sell and service the company’s products to internal and external intermediaries in order to meet the company’s business strategy targets.

Job Description:
• Achieve agreed-to activities through structured calling patterns based on client segmentation.
• Position company’s products by utilizing sales aids in line with the company practices
• Document client interactions according to the agreed format to complete activity reports
• Demonstrate proficient investment knowledge in product specifications and processes
• Provide feedback and escalate complaints in line with policies to mitigate risk Resolve work challenges by communicating identified challenges to specific departments for action according to policies and procedures
• Build relationships with intermediaries by engaging with then in structured meetings to deliver on sales targets
• Educate and inform intermediaries by disseminating product and process information in line with the company focus areas to grow market share
• Contribute to a culture conducive to the achievement of transformation goals by participating in the company’s Culture building initiatives (e.g. staff surveys etc).
• Participate and support corporate social responsibility initiatives for the achievement of key business strategies
• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems
• Demonstrate understanding of intermediaries' business practices by conducting ongoing structured meetings in order to establish intermediaries' needs
• Collaborate with departments within the company by sharing information in alignment with the company’s focus areas
• Build relationships with internal suppliers by communicating according to service level agreements
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions
• Understand and embrace the company’s vision and demonstrate the values through interaction with team and stakeholders
• Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames
• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team
Qualifications:
Matric / Grade 12 / National Senior Certificate
Advanced Diplomas/National 1st Degrees
Preferred Qualification:
• Certified Financial Planner
Experience:
• 2-3 years in financial services

Key Competencies:
• Building Customer Loyalty
• Building Trusting Relationships
• High-Impact Communication
• Managing Work
• Sales Disposition
• Technical/Professional Knowledge and Skills
Technical / Professional Knowledge:
• Administrative procedures and systems
• Banking knowledge
• Banking procedures
• Business principles
• Business terms and definitions
• Data analysis
• Governance, Risk and Controls
• Microsoft Office
• Relevant software and systems knowledge
• Business writing skills
• Cluster Specific Operational Knowledge