BE UNSTOPPABLE
Customer Needs Clarification
Set clear objectives for each sales call; tailor standard materials to make presentations to decision makers; and ask relevant questions to gather information, evaluate the customer's level of interest, and identify and respond to areas requiring further information or explanation. Understand the customers' unique profile, identify a relevant course of action based on customer needs, and undertake an appropriate course of action to ensure customer satisfaction, delivered through financial needs analysis.
Sell Customer Propositions
Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Options include sale of investment products such as lump sum/recurring. Understand and deliver the required individual targets such as achieving talk time targets, sales targets, and other targets.
Performance Management
Prioritize own workflow and ensure work is completed to the required standards of productivity, quality, and timeliness; use performance management systems to improve personal performance. Achieve talk time targets, effectiveness targets, and sales targets.
Customer Relationships Development
Make calls to allocated customers to develop new relationships. Act as a first point of contact for customers. Manage contacts, connect with the client, develop rapport, and form relationships to ensure positive customer experiences at all times.
Sales Opportunities Creation
Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Operational Compliance
Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of products, relevant technology, external regulation, and industry best practices through ongoing education. Consistently achieve results, even under tough circumstances. For example, regularly push self to achieve outstanding outcomes; consistently establish bold goals for own performance; be passionate about excellent results and significant contributions. Show great tenacity to complete goals/initiatives in a timely way.
Communicates Effectively
Develop and deliver multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listen attentively and take an interest. Keep others well informed; convey information clearly, concisely, and professionally when speaking or writing.
Instills Trust
Gain the confidence and trust of others through honesty, integrity, and authenticity. For example, be consistently honest and straightforward; share uncomfortable information in a clear and helpful manner. Maintain high ethical standards and professional codes of conduct.
Ensures Accountability
Hold self and others accountable to meet commitments. For example, track performance and strive to remain effective, learning from both successes and failures. Readily take on challenges or difficult tasks and have a reputation for delivering on commitments.
Manages Complexity
Make sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, look at complex issues from multiple angles; explore issues to uncover underlying issues and root causes; see the main consequences and implications of different options.
Customer Focus
Build strong customer relationships and deliver customer-centric solutions. For example, dig deeply into customer feedback and drive the innovations that can enable the organization to better meet customers' future needs. Frequently adjust approach to ensure customer needs are met and to improve service.
Education
Matric / Grade 12 or SAQA Accredited Equivalent (Essential);
RE5 (Essential)
120 FAIS Credits (NQF5) in Wealth management (Essential)
Class of Business (COB) (Essential)
120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous)
A relevant Finance related degree / diploma (Advantageous)
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