Our client based in Cape Town are in search of a Senior Financial Advisor!!
Description Assists in planning and implementing pursuit of strategic opportunities for Business Insurance, by cultivating client relationships or other commercial relationships and identifying new markets for Business Insurance products or services. Monitor and assess sales and market data for a specific geographic region and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed. Customer Relationship Development / Prospecting Develop and implement relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision Use personal expertise to identify the complex standard products and/or services offered by the organisation that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions agreement. Develop a personal network within the business sector and represent the organisation at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organisation, its products, and its services. Customer Relationship Management / Account Management Develop and implement a customer contact plan to communicate product launches and engage the customers in relevant sales campaigns. Act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response. Enter customer information that has been gathered through research and/or through direct customer contact into the customer relationship management system, to ensure that the organisation has quality data to enable effective customer retention and business development activities. Applies expertise to act as an authority to clearly present solutions that link directly to the key objectives and challenges important to the client. appropriate time to understand core needs, Aligns stated needs with solution benefits, Explains how the solution aligns with needs Education Profile Matric Full FAIS accreditation (150 credits) RE 5 EXPERIENCE General Experience
3-6 years industry and commercial experience Application InstructionsPlease forward your CV to ******. Should you not be contacted within 2 weeks, kindly consider your application unsuccessful.
Contact Name
Contact Name Ronal
Contact Phone
Contact Phone 0720865442
Contact Email
Contact Email ******
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