Reference: 9400 CM
Consultant: Christa Mostert
Job Description: First point of contact for all Marketing leads, to qualify leads into prospective customers. Gather, compile, and analyze financial and personal customer data. Gain a full understanding of customer's situation and objectives, explaining the Group service offering and tactfully guiding and advising them through the decision-making process. Provide customers with insights on wealth migration, including implications of exchange control and tax, relative to pensions, investments, and other South African source assets, economic trends, pension legislation in target countries, etc. Match customer needs to specific solutions based on service offerings. Integrate the customer's profile and goals through cross-selling of service solutions specific to customers' needs. Correspond with customers regarding additional information required. Continuously look for better ways to conduct business and improve processes. Responsible for contributing to the revenue stream for the team and acquisition of new clients. Client acquisition, retention, service orientation, and relationship management. Ensure compliance with all related legislation, e.g., FSCA, FAIS, FICA, etc. Qualifications: Tertiary qualification, i.e., Certificate/ Diploma or Degree. Financial Services/ Retail/ Banking/ Sales/ Insurance/ Customer Service or Call Centre experience. FAIS Regulatory Exam (RE5). Exposure to and/or theoretical knowledge of FICA legislation. Approximately five years' experience in a reasonably complex process-oriented environment, preferably within the Financial Services industry. Salesforce CRM knowledge and/or experience. Knowledge of Tax Emigration and associated services. Excellent communication skills, verbal & written (Afrikaans & English). Ability to write clearly, courteously, and professionally with excellent e-mail etiquette. Confident communication with clients. Ability to distill complex issues into succinct and easily understood language to convey key messages. Strong interpersonal skills coupled with a resilient yet enthusiastic disposition, including the ability to remain calm in dynamic situations and project with a positive demeanor. Excellent collaboration skills to deliver cohesive outcomes. Excellent networking skills and the ability to interact confidently with stakeholders at different levels. Experience with sales techniques and strategies to meet customer and business needs and objectives. Proven ability to be self-motivated and work autonomously, while also working successfully within a team. Proven organizational skills including the ability to prioritize work to ensure deadlines are consistently achieved. Strong attention to detail and follow-through. High degree of initiative and motivation. Demonstrated inclusive, collaborative, and engaging approach; including the ability to consult, facilitate, negotiate, and influence a broad range of people at all levels in a medium-sized corporate environment. An ability to work under pressure in a rapidly changing environment. How to Apply: Email your comprehensive CV to ******. If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered to avoid duplicity on our system. We reserve the right to only conduct interviews with candidates of choice. Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.
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