Job Description
To drive sales performance by applying established processes to achieve individual targets within the assigned area. Build and sustain strong customer relationships through effective engagement and exceptional service delivery. Contribute to team success by consistently meeting objectives and supporting a superior customer experience.
Are you someone who can:
Achieve embedded value hurdle rates and performance targets.
Support the growth of the Business Unit's assets and contribute to overall financial performance.
Monitor, manage, and influence sales activities to ensure predefined sales targets are met.
Maximise cross-selling opportunities while strengthening client relationships at the point of sale.
Grow the active customer account base through proactive prospecting ("hunting") to expand the client portfolio.
Consistently deliver exceptional service by offering proactive, innovative, and appropriate solutions that exceed customer expectations.
Leverage existing client relationships to grow the portfolio through regular engagement and lead generation.
Provide accurate and reliable sales reporting through daily cash-ups.
Capture all qualified leads in the sales pipeline or customer relationship management (CRM) system and update it daily.
Analyse competitor intelligence and actively monitor market trends and key influencers to identify new industry-related business opportunities.
Review all transactions daily to ensure new business applications are completed within required turnaround times.
Track and manage sales activities to continuously improve personal sales performance.
Take ownership of personal development to enhance skills, knowledge, and competencies.
Qualification & Experience Requirement
Minimum Qualification: Grade 12/ NQF Level 4
Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS.
Preferred: Regulatory Examination (RE Level 5)
1 - 3 years of experience in customerÃÂâÃÂÃÂÃÂÃÂfacing environments, service delivery, or client support within financial services
ÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂYou will be an ideal candidate if you possess the following:
Strong understanding of FAIS, TCF, and client-centric advice principles
Proven ability to meet sales, service, and compliance targets
ÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂYou will have access to:
Opportunities to build relationships as part of a dynamic team.
A challenging working environment
Personal and professional growth
Opportunities to have an impact on the local market as a brand ambassador.
End Date: May 27, 2026