PURPOSE OF THE ROLE:

To grow the customer base through selling a range of products that will enable new and existing customers to achieve their financial goals
To support new and existing customers within allocated key accounts and markets with financial decision making, in line with the customer value proposition and regulatory frameworks.
RESPONSIBILITIES:

Sales and financial advice to new and existing customers
Remain up to date with the range of the products offered by the organisation
Plan and manage schedule with potential customers within key accounts
Gain an understanding of the customers needs, financial goals and means and provide the right product that will satisfy the goals of the customers in the best and affordable way possible
Continuously update and inform customers of the new product or changes in existing product
Identify and pursue further sales opportunities in existing or new markets
Responsible for reporting on activities daily
KNOWLEDGE AND EXPERIENCE

Sales tactics and approaches
Customer service and engagement
Relevant regulatory frameworks, policies and standards
Conditions of employment

Clear criminal and credit check