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FINANCIAL
ADVISOR POSITION AVAILABLE
Harvest Moon Financial Services, an
accredited Old Mutual Franchise, is currently looking to hire pro-active,
sales-minded, passionate and driven financial advisors who want to be
financially independent by reaching your full potential in your own time and
space. Are you seeking to work independently? Then Harvest Moon Financial
Services is the place to work for!
This job opportunity involves selling of Old Mutual Group
Schemes products in the Retail Mass Market to mainly Harvest Moon clients as
well as private clients in the Western Cape Region. We require financial
advisors with sales experience within the industry. The successful incumbent
will offer information to clients to help better understand the best cover to
suit their respective needs.
Skills:
Client RelationshipInterpersonal
CommunicationDetail OrientationComputer literacy
Requirements:
Reliable laptop or
Tablet and Cell PhoneValid
driver’s license and own reliable vehicle
Criteria:
Grade
12 CompulsoryA
clear criminal and credit checkStrong
interpersonal and communication skillsGood
networking skillsFAIS
Accreditation an advantage (RE5, NQF4/5, COB and completed CPD hours)3
years working experience (Preferably in Financial Services Industry)Remuneration
on Commission basis only
Essential
Duties and Responsibilities:
Contacting
clients and setting up meetingsConduct
reviews of clients’ financial circumstances and future goalsAnalyzing
information and discuss plans best suited to the individual’s needsAssisting
clients to make informed decisions on productsContinued
after sales assistance to the client and Provide exceptional customer servicesDoing product
presentations at clients’ worksitesKeeping
up to date with financial products and legislationAchieve sales targets set out by the Insurance
Key IndividualEnsure all associated financial services
administration is completed effectively to meet the group's compliance and
regulatory requirements
SEND
YOUR CV TO JOIN OUR TEAM:
jamie@harvestmoonfin.co.za George /
Knysna / Oudtshoorn areas & Western
Cape and surroundings
11d
1
Email CV's to nathan@ultrabrokers.co.za Job Specification: Contact Center AgentJob Summary: We are seeking a dynamic Contact Center Agent who has exceptional telephonic communication skills. The agent will be responsible for cold calling, lead generating of medical practitioners for new and existing business. The agent will also be responsible for scheduling appointments for the broker as well as delivering outstanding communication through phone, email, and chat interactions, ensuring a positive experience and providing clients with information regarding the Company policies and services.ResponsibilitiesStrong communication, both written and verbal.Strong telephonic skills.Great active listening skills.Exceptional interpersonal and rapport building skills.A patient and empathetic attitude.Strong time management and organizational skills.Adaptability and flexibility.Comfortable working in fast-paced environment.Troubleshooting skills, either basic or advanced, depending on the situation at hand.Computer literacy - especially outlook.In-depth knowledge of our Company’s products and/or services.Expertise in the customer service area we focus in, such as Wealth portfolio’s, short term insurance, Financial, and other areas of our business.DutiesPitch our business to potential new clients and book appointments with medical practitioners for the financial advisor.Cold calling and sourcing of leads from the different databases - lead generating.Work closely with the financial advisors and their team.Schedule appointments for the financial advisor for new and existing business.Meet daily, weekly, and monthly targets.Know how to speak and communicate with our target market of medical professionals.Make a noticeable contribution to new business revenue.This position is for highly motivated individuals who are target driven.Note: The job specification provided above is a general outline of the requirements expected for a contact center agent role. Actual job specifications might vary based on specific organizational needs and requirements.
25d
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