Product Specialist within the Asset Management Industry, required to start asap with this leading Independent FSP.

Minimum requirements:
• B.Com Finance/Investment management essential and/or
• Post Graduate Diploma in Financial Planning (CFP)
• Product and policy knowledge
• Competitor knowledge
• Industry knowledge essential

Responsibilities:
• Meeting monthly sales targets
• Sales
• Internal and external client relationship building
• Daily online submissions
• Monitoring feasibility of new business
• Brand building and networking
• Manage product and service enquiries
• Activity reports to management
• Develop business plan and strategy
• Follow up on leads
• Presentations
• Training to advisors
• Retention