Role Purpose Attract, achieve and maintain clients by trading association products to produce new trade and to support after businesses duty to customers to ensure customer memory, increase market share and enhance the overall trade goals and its unending animation.
2 years’ experience in a marketing and/or department dealing with customers role
2 years’ knowledge in the security and/or financial duties manufacturing interpretation financial recommendation (favorable)
Matric or equivalent NQF 4 qualification
Compliance accompanying FAIS Fit and Proper necessities
Finance or Business connected tertiary aptitude (good)
Driver’s license and own transport (seductive)
Duties & Responsibilities INTERNAL PROCESS
Engage with potential customers in order to focal point the countenance and benefits of differing products established their fiscal wellbeing needs in order to support and guide their administrative process.
Sell production in line with customer’s economic needs by transporting affordability analysis so that solve customers’ financial aims.
Calculated and warn on tax and legal suggestions of crop and or changes.
Accurately capture customer information, appropriate conduct and auctions on the systems.
Accurately complete all bureaucratic and newsgathering requirements inside concurred timeframes.
Achieve set marks on production, value and adaptation.
Adhere to agreement requirements in the buying process in accordance with legislative necessities.
Provide monetary recommendation in line with the date game plan to improve client’s economic wellbeing.
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