Sales Associate / International Markets - Cape Town Verfied

R 25000 per month Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 11-03-2021 2:26:22 PM
06-05-2021 2:26:22 PM
Why Our Client?
Our Client is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA). Our Client is also a Member of and regulated by the Association Romande des Intermédiaires Financiers (ARIF).
Their approach has been developed over numerous years of advising people from different nationalities, age groups and industries in Switzerland. We have learned to tailor our advice to your personal circumstances by actively listening. This means you walk away with what you actually need and not simply what your adviser wants to give you.
Our mantra is simple at Our Client: Always start with the basics as these are essential. We won’t promise to make you rich, but we will promise to make you efficient.
At Our Client, we are passionate about changing the perception of this industry, one day at the time, one meeting at the time, one client at the time. We provide essential financial planning advice to individuals and families that are either looking to move to Switzerland, currently live in Switzerland or intend to leave the country soon.
Once we have helped you make sure the foundations are in place, Our Client is able to assist in other areas of financial planning including Portfolio Management, Investment Advice or International Pension Management. It is important for individuals or families that have accumulated assets, whether domestically or abroad, to be correctly informed of the options available to protect their savings, mitigate taxes and achieve growth over the medium to long term.
At Our Client, we understand the nuances of the system and how the different parts inter-relate. We can provide a foundation, tailored to your specific circumstances, that will enable you to build your future with certainty and stability. We won’t promise you spectacular headline numbers. We start with the basics and help you achieve safe, sensible and legal optimisation of your finances within the Swiss system.
Our team of international experts offer advice in English, French, Spanish and Portuguese.
What You’ll Do
The Sales Associate is responsible for sourcing new potential clients (International Markets), clients that want to invest in our knowledge to secure their financial futures. The Sales Associate will work with self-sourced book of business and will be tasked with feeding the appointments/leads pipeline to drive new revenue for the business.
? You will map out potential clients across various industries/countries/LSM’s and start to build strong relationships (i.e. introduce Our Client to multiple contacts focusing on high-net-worth individuals/immigrants (CH)/retirees/business owners/investors etc)
? You will partner with the internal team and work collaboratively with cross functional teams to drive revenue growth within potential/new accounts
? Understand a client’s needs and challenges to effectively communicate how Our Client will address those needs or help solve those challenges. (You not giving financial advice but must have sufficient knowledge to secure an appointment for one of our industry professionals.
? Manage a sales pipeline, growing your appointments daily/weekly/monthly to assist in achieving mutual revenue targets.
? Maintain all sales activities including outbound calls, emails, and social selling. Capturing on our internal CRM system is pivotal, because you own the client & derive revenue off future sales.
? Consistently exceed your monthly sales appointment setting quota and be well compensated for doing so.
? Other Projects & Responsibilities may be added at the manager’s discretion

What You’ll Bring
? 3 + 7 years, outbound lead generation sales experience, preferably associated to some form of financial product.
? Strong telephonic/in-person presence with excellent verbal and written communication skills
? Team player mentality with the ability to work independently toward ambitious goals
? Demonstrable experience in over-performing in a fast-paced, dynamic sales environment
? Excellent organizational skills including prioritization, scheduling and time management
? Obvious resume evidence of high achievement in past sales roles. (Over achiever/Awards)

What We Will Give You
? Highly Competitive Compensation
? Work environment adaptable to the current climate and parental/family duties.
? Collaborative, transparent and fun-loving culture. You become part of our family.
? Accelerated professional development and growth programs. (Training, training, training)

How does our Salary Package work?
This offer includes: (A Basic Component / Non-variable)
• Monthly Invoicing: 1,500 CHF / Equates to roughly R25,000.00
You will invoice us this amount monthly.
• Quarterly Commission structure: assuming 13 weeks of work per quarter:

• Sales/Research Data: You will be provided a log in to get direct numbers, as many as you require to potential clients. You, however, must do your own digging/research, which is one of the most important aspects of the job function.