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Our client, a leading South African financial group founded in 1985, encompasses insurers and a comparison platform. Rooted in providing peace of mind, they safeguard possessions, loved ones, and life plans. Pioneering innovation and service, their diverse team drives excellence, and they are looking for a Financial Advisor to join their team.
Job Purpose:
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients.
Responsibilities:
Sales Opportunities Creation
• Develop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation. Identify Personal Lines and Business Insurance opportunities Customer Needs Clarification
• Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyses complex customer data, clarify mid- to long-term customer needs, and develop and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice Sell Customer Propositions
• Identify the products or services that best meet the customers stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale Customer Onboarding
• Walk customers through the advanced/custom features of the product/service, connecting those features directly with customer pain points Performance Management
• Respond to personal objectives, take appropriate actions to ensure achievement of agreed objectives and use performance management systems to improve personal performance Customer Relationships Development
• Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships
• 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 Client Customer Management (External)
• Manage key client and customer relationships to maintain customer satisfaction, retention of clients and loyalty Client Document Management
• Create and ensure compliance with a companywide document management system Operational Compliance
• Develop knowledge and understanding of the organizations policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to t...Job Reference #: 202627
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Join this insurance giant as a Regional Sales ManagerDo you have what it takes to manage and take a team of elite / experienced advisors in your region to the next level in their financial planning career?What will you do?Activity management of representativesProspecting for RepresentativesProduction management on a daily basis concentrating on quality and quantityConducting training - Theoretical and practical in fieldFacility liaisonNew facility identificationStrategy executionStakeholder managementField Management of AdvisorsHigh level business developmentCoaching, Mentoring and TrainingKPI managementPersonal qualities - Good leadership skillsEntrepreneurial with good business acumenStrong action orientationGood written and verbal communication skillsAbility to make decisionsInitiative and innovativenessPlanning and organizingAchievement orientationNegotiation skillsCoaching and enabling skillsQualification and experience:Grade 12Meet the qualification requirements in line with their DOFA:Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits oralternatively obtained a full qualification as per the FSCAs list of recognized qualifications. Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCAs list of recognized qualifications at the point of recruitment.RE 5 required from date of appointment & (COB)Knowledge and skills - At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzU4NjY2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1214458&xid=1108_58666
2y
1
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Join one of South Africas leading insurers as a Life and Investments Advisor.They are a customer-centric and dynamic financial services company with a global footprint and a proud history of innovation. They are vibrant, successful and value orientated with an awesome dynamic culture.They are a formidable player in the insurance market. As a values-based organization, they take their reputation for awesome service and innovation seriously and strive for excellence in all they do. Overview and Purpose of the Role: They have now developed a Life and Investment face to face distribution channel, with custom made systems, processes and products. To facilitate this model the position of Financial Advisor: Life and Investments has emerged. The incumbents of these newly created positions will be responsible for growing and developing the long term insurance and investments portfolio. Minimum Requirements: Qualifications Completed Matric or National Senior Certificate FAIS credits/Full Insurance Qualifications Regulatory Exam (RE5) Having completed the required CPD hours in line with your Product category. Experience Minimum of 4 years long term insurance face to face sales experience Essential Must have your own reliable transport Valid SA drivers license
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzY3OTk1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1168069&xid=1109_67995
2y
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One of the biggest banks based in Florida is seeking a strong Sales Advisor to join their Short term insurance department. This individual needs to be customer centric, matured, self managed and money driven.Requirements Matric / Grade 12 or SAQA Accredited Equivalent (Essential)Regulatory Exam 5Wealth Management QualificationComputer LiteracyExperience 2 or more years telephonic sales experienceExperience in cold calling2 years short term insurance experienceSalary: R11 000 CTC per monthDuties: Achieve / exceed sales targetsFollow up all sales leads in a timely and effective mannerAdherence to QA and Compliance criteria as per FAIS requirementsAbility to cross-sell - sell from a range of branded products/services, as well as the ability to closeAbility to accurately assess customer needs and potential, identify and deal with objections that may ariseAccurate daily recording of all call details on the systemMaintain and develop professional selling skillsDaily administration
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzUxNzg4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1189090&xid=1108_51788
2y
Legacy wealth management is looking for candidates for Financial Advisor positions.
- full training will be provided
- reply with name and contact info or email wealthxprotection@gmail.com
- all over SA.
- amazing opportunity
- this is not a call center or telemarketing company - Full field agents
See requirements on picture
No previous experience needed.
14h
1
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Minimum requirements for the role: Must have minimum a B.Sc. (Agric) Animal ScienceFive years relevant sales and marketing experience in the animal feed industry is essentialMust have a strong marketing profileSound knowledge of Monogastric Nutrition as well as feed formulation are importantMust have good administration and planning skillsMust have a valid drivers license and be willing to travel The successful candidate will be responsible for: Delivering technical advice and development services on a national basis.Training and developing Sales Representatives, Nutritional Advisors and AgentsPreparing formulation strategies.Evaluating and improve the existing product strategy.Ensuring and driving growth in feed sales.Attend to administrative functions. Salary package is highly negotiable depending on experience Please note that subsequent to the screening and shortlisting process, all further communication will be entered into, only with the shortlisted candidates
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzUxNTUxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1188047&xid=1108_51551
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Our client is a Financial Services Provider and are looking for Experienced Financial Advisors & Brokers to join their team. This is a challenging yet rewarding position. All sales leads are provided and your appointments are set in advanced with prospective clients.Times are Monday to Friday excluding weekends and public holidaysBasic plus Uncapped Commission offeredCriteria:(a) Matric or equivalent(b) Criminal clear(c) Minimum 120 FAIS credits on NQF level 5(d) Regulatory Exam for Representatives (RE5)(e) Regulatory Exam for Key Individuals (RE1) - OPTIONAL(f) At least 12 months experience supervising or managing other Financial Advisors / Brokers - OPTIONAL(g) Tertiary qualification - OPTIONAL(h) Drivers license with vehicle - WILL BE BENEFICIAL Kindly send a copy of your CV to recruit.financialadvisor1@gmail.com and you will receive a call within a week should you at least meet requirements a to c above. We may assist you with the regulatory exam should your DOFA be expired.
19h
VERIFIED
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Our client is a Financial Services Provider and are calling on all former Financial Advisor & Brokers who want to rejoin the industry.CriteriaMatric or equivalentWe may assist you if your DOFA is expiredWe may assist you if you are debarred due to your RE exam not completedInterested candidates can email their cv to recruit.financialadvisor1@gmail.com and you will receive a call back within a week should you meet the above requirements.NOTE THAT OUR AIM & GOAL IS TO CREATE SUSTAINABILITY, TRANSFORMATION AND PRESERVATION OF FORMER FINANCIAL ADVISORS & BROKERS LOOKING TO REJOIN THE INDUSTRY.
20h
VERIFIED
1
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German Speaking Customer Service opportunity available in the Travel Industry.
Our client based in Century City is a market-leader within the leisure and business travel sectors. Their product offering includes one of the worlds leading independent airport VIP lounge access programmes.
Role:
• Take inbound calls in a professional manner
• Handle and overcome objections in a professional and effective manner
• Adhere to targets
• Take inbound calls from an international customer base
• Handle both internal and external email correspondence to and from clients in line with quality standards
• Work towards resolution time periods, quality standards and targets
Not negotiable:
• Fluent in speaking, writing and reading German and English
• South African citizen / valid Work Permit
• Deal with clients telephonically above average telephonic communication skills
• Ability and willingness to work weekends and shifts as and when required
• Proven exposure to flexibility and easily adaptable to pressurized environments and change
• Proven customer service orientation and problem-solving ability in previous roles/career
• Must have applied foreign language in a corporate environment
• Ability to multitask
Targets (weekly/monthly and incentive attached to this)
• Reach call resolution timeously
• Reach targets on a daily, weekly, and monthly basis
• Adherence to schedule
• Meet quality assurance selected targets
• Meet all agreed KPI`s
• Develop excellent relationships with all stakeholders
Days of work:
• Monday to Sunday 24/7 (rotational roster, varied shifts see below )
•
05:00 14:00; 09:00 18:00; 12:00 21:00; 15:00 00:00; 17:00 02:00; 18:00 03:00; 20:00 05:00 (Shifts do change due to daylight saving for the UK and USA)
Special arrangements: Working SA Public holidays
What is most challenging about the role:
• The agent needs to manage and prioritize high workload, call volumes and attend regular training on amendments to products, policies and procedures
• High standards of work are an expectation Salary: Market related. Based on the level of experience.
Nice to haves:
• Experience with working to targets
• Familiarity with call centre culture/environment
• Exposure to travel, either work related or extensive personal travel
Should you wish to apply for the position, please apply directly via this job board, please ensure that you quote reference number 202110 subject heading or email body.
Surgo (Pty) Ltd will consider all applications in terms of its Employment Equity (EE) and is committed in maintaining diversity in its appointments. Surgo (Pty) Ltd, therefore also encourages people with disabilities and from other diverse backgrounds to apply. Due to the high volume of applications, should you not receive feedback within three months upon submission, you can assume your application was unsuccessful and we encourage you to reapply. Please note that as a registered memb...Job Reference #: 202110
3d
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Our client based in Century City in the Travel industry is a world leader in products for frequent and discerning travellers with a powerful portfolio of brands. One of the worlds leading independent airport VIP lounge programmes, and the International Airline Passengers Association, which has been providing services and savings for frequent flyers since the 1960s.
A market-leader within the leisure and business travel sectors and includes the well-established products
Role:
• Take inbound calls in a professional manner
• Handle and overcome objections in a professional and effective manner
• Adhere to targets
• Take inbound calls from an international customer base
• Handle both internal and external email correspondence to and from clients in line with quality standards
• Work towards resolution time periods, quality standards and targets
Not negotiable:
• Fluent in speaking, writing and reading Arabic and English
• South African citizen or valid Work Permit
• Deal with clients telephonically above average telephonic communication skills
• Ability and willingness to work weekends and shifts as and when required
• Proven exposure to flexibility and easily adaptable to pressurized environments and change
• Proven customer service orientation and problem-solving ability in previous roles/career
• Must have applied foreign language in a corporate environment
• Ability to multitask
Targets (weekly/monthly and incentive attached to this)
• Reach call resolution timeously
• Reach targets on a daily, weekly, and monthly basis
• Adherence to schedule
• Meet quality assurance selected targets
• Meet all agreed KPI`s
• Develop excellent relationships with all stakeholders
Days of work:
Monday to Sunday 24/7 (rotational roster, varied shifts see below )
03:00-12:00; 09:00-18:00
(Shifts do change due to daylight saving for the UK and USA)
Special arrangements: Working SA Public holidays
What is most challenging about the role:
The agent needs to manage and prioritize high workload, call volumes and attend regular training on amendments to products, policies and procedures
High standards of work are an expectation
Salary: R11382.21 + R1138.22 = R12520.43
Nice to haves:
• Experience with working to targets
• Familiarity with call centre culture/environment
• Exposure to travel, either work related or extensive personal travel
Should you wish to apply for the position, please apply directly via this job board, please ensure that you quote reference number 202111 subject heading or email body.
Surgo (Pty) Ltd will consider all applications in terms of its Employment Equity (EE) and is committed in maintaining diversity in its appointments. Surgo (Pty) Ltd, therefore also encourages people with disabilities and from other diverse backgrounds to apply. Due to the high volume of applications, should you not receive feedback within three months upon submission, you can assume your applicat...Job Reference #: 202111
3d
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Prepare for the arrival of the customer and vehicleTaking care of customer at initial consultation upon arrivalEnsure accurate Warranty and Motor plan details on systemUpdate Dealer Management System, track all vehicles and update control systemsRegular Liaison with customersEnsure accurate invoice paymentsProfessional Vehicle hand overCustomer follow – up and remindersAttend weekly service meeting
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzk0MTc1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1242037&xid=1109_94175
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Key Account ManagerMarket-related Salary plus commission structureJohannesburg, GautengRequirements4-5 years key account management experience in retail industry working with sports electronics (non-negotiable)Has strong products knowledge in the retail industry & strong relationships with chain storesCan help business develop new range or expand the existing products rangeAble to multitask, prioritize & manage time efficientlyEncouraging to team & stuffSelf- motivated & self - directedAble to work under pressure to reach monthly targetsExcellent interpersonal relationship skillsStrong negotiation skills with ability to follow - through on commitments and orders from customersEager to expand company with new sales & customersBasic computer skills and experience with the Microsoft Office Suite with emphasis on superior Excel and PowerPoint skillsAble to analyse data and sales statistics & translate results into better solutionsExcellent verbal and written communication skills, must be a listener, a presenter & a people-personAbility to multitask and manage more than one customer accountProven results of delivering customer solutions and the meeting of sales goals Duties & Responsibilities:Reach a monthly sales target that is set out by the companyMaintain and improve the allocated business relationships to grow the sales revenue for these accountsResolving key client issues and complaintsSource new customers for the business by means of meetings, visits, cold calling, referrals etc.Manage new accounts ensuring consistent sales growth according to set targetsDevelop a trusted advisor relationship with customersBuild full knowledge of all products sold so they can be sold effectively based on features and benefitsMonthly forecast of orders & track key account metrics, example stock levels, sales figures achievedCommunicate clearly the progress of monthly/quarterly initiatives to internal and external departmentsArrange monthly promotions of company products with customers. This includes all tasks required ensure that the promotion is a successProduct research and presentation preparationListing new products with customersMaintain high customer satisfaction ratingsComplete contact reports for all meetings held Please consider your application unsuccessful if you are not contacted within two weeks.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzE3ODIzM19fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1778421&xid=1108_178233
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Description:
Sales & Customer Service
US Client working hours (3pm – 3am) 9-hour rotational shifts
Client Offers:
Permanent Role R6500
R764 towards medical aid, 5% towards provident fund
Transport available (Free)
Incentives will be given to top performers
Requirements:
Must either have fibre already installed or area must be Fibre ready
Must be South African citizen
Must have Grade 12
Must be Credit & Crim clear (Debt must not be more than R5000)
Must be able to type 25wpm with 90% accuracy to pass assessment
Must have Sales & Customer Service background
Insurance Background would be a plus
Have neutral accent
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNzQ5NTUzMTgyP3NvdXJjZT1ndW10cmVl&jid=1298861&xid=3749553182
3d
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SavedSave
Role: Debt Collecting (UK Utilities)
Please apply to - melanie@abcworldwide.com
Assist clients telephonically with utility bills and outstanding debt. Advise and set payment plans and various packages that suit their needs. Promoting the sale of various types of utility services. Dealing with conflict resolution and providing service delivery.
Brief Job Description
Call handling, customer support and service deliveryCollections – great negotiating skillsExcellent communication skills both verbally and writtenComputer literacy – update systems accurately with relevant informationClient resolution skills – able to resolve client queries timeously
Competencies & Skills
Grade 12Minimum of 6 months experience as a debt collections/customer service agent/ sales experienceMust be available to work rotational shifts, weekends, and public holidays in line with client requirementsClear Credit and criminal record check
Remuneration
Basic Salary, Medical aid contribution, contribution towards Provident FundIncentives based on performance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMDczMjcxNjg/c291cmNlPWd1bXRyZWU=&jid=1320671&xid=307327168
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Business Consultant
Position: Full time, Hybrid (Office based)
Location: Bloemfontein
Please send your latest CV to Michelle - kindo.m@abcworldwide.com
This role is for a business consultant that will focus on the Wealth industry and assist financial advisors,
asset managers and other financial institutions, and their clients, to move funds in and out of South
Africa.
Minimum requirements for this opportunity:
Key Responsibilities:
Delivery of both annual and monthly sales targets in coordination with the company´s sales
strategy to ensure sustainable growth and business development.
Lead and develop relationships with key clients to build long term sales opportunities and an
effective distribution network of regional contacts and influences in the foreign exchange
market.
Maintains, influences, and develops senior level relationships with all key FX Partners and
introducing advisors for business development opportunities.
Develops and maintains a strong business pipeline for Regional Accounts and expands on
activities.
Responsible for generating and closing a consistently high level of sales opportunities with
clients by identifying needs, developing FX relationships, and providing appropriate FX solutions
and services.
Assisting Introducing Partners and Corporate Clients from the point of inquiry to trade
completion by facilitating registration, gathering KYC documentation and managing the client
to the point of trade readiness
Core Competencies:
Adhering to good practice and ethical Principles and Values.
Demonstrates consistent usage of ethics and values; raises potential violations in others.
Delivering results and Meeting Customer Expectations.
Modifies approach in the face of new demands helps others (both internally and externally).
Supports change initiatives, adjusting their actions appropriately when presented with
additional information.
Demonstrates ability to relate well to people at all levels.
Makes timely decisions and accepts accountability for own actions.
Comprehensive knowledge of FX sales, systems and processes
Provides an annual sales plan and providing monthly and quarterly updates, revisions and
modifications to the plan.
Key Competencies:
Must be target driven and be able to work under pressure.
Fast Learner
Good communication skills (verbal & written) as well as excellent phone manner with an
effective ability to cold call
Bilingual English and Afrikaans would be advantageous.
Committed to targets and deadlines.
Willing to go extra mile.
Must have a very high level of motivation a...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMDAwNjU4MDU0P3NvdXJjZT1ndW10cmVl&jid=1561386&xid=1000658054
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ABOUT THE POSITION
Youre entrepreneurial, ambitious, and want to help run a company. You have at least 5 years of relevant online marketing experience. Youre creative and self-reliant enough to achieve ambitious targets with the resources of a scale-up in Africa and youre able to strategically grow a marketing department!
Yes, here it comes… WERE LOOKING FOR YOU!
As Head of Marketing of this scale-up, youre responsible for the creation and execution of the marketing strategy. The marketing team (4 FTEs & 1 SA part-timer) is in a post-corona restarting phase, which gives you the opportunity to build the team yourself. You can leave your mark on the future of this fast-growing company and contribute to the company wide strategy with the management team.
YOU ARE RESPONSIBLE FOR
Marketing funnel: from engagements (on- and offline) to requesting a bookingTargets: supplying enough leads to the sales team to achieve the growth targetsReports: giving the team weekly insight into the marketing statisticsManagement of your own team as well as being part of the MTStrategy: developing new strategies together with management on how to tap into new markets
WHO ARE YOU?
Relevant work experience: At least 5 years of online marketing experience, preferably at a start- or scale-up and/or in travel or a similar B2C company (actually travel is like B2B with long marketing & sales cycles)Socially skilled: With the growth of the company, the marketing team that you manage will also grow quicklyStrategic mastermind: Foresight and predictive abilityData-driven: The choices you make are supported by data and metrics are great friends of yoursSelf-reliant and curious: You are not dependent on expensive advisors/executors to get something donePassion for travel and you feel our product perfectlyPre-tech savvy: Connect directly with development teams to bring your projects to life (you can also build your own)
OUR OFFER
Work that doesnt feel like work: youre going to work for ~30 more years, better enjoy it!Entrepreneurship: leading and growing your company too!Development & Growth: we do what we like and by chance we are on the side of development and growth (authentic & responsible tourism, Africa = booming). This makes the business game a lot of fun because of all the odds.https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMzUyNjI1NjU0P3NvdXJjZT1ndW10cmVl&jid=1156164&xid=1352625654
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SavedSave
Our client helps people in every phase of their life to enjoy unrestricted quality of life within their own four walls. As one of the market leaders in the field of stairlifts and home lifts, it is their daily ambition to offer their customers the best advice and service. In order to continue selling the right product to their customers, they are looking for a:
Our client is looking for you, if…
... you are focused on providing the best possible customer service. As a people person, you not only speak the language of your customers, but also connect with them emotionally to understand their needs. You have a charismatic and convincing personality, which enables you to sell in a target- and sales-oriented way.
Your responsibilities:
Provide information on products and prices of their extensive product portfolio, including proactively proposing offersExpertly respond to all inquiries from prospective customers via the telephone while presenting their products to conclude a transaction.Sales and marketing of the entire stairlift and home lift product rangeDirect entry of telephone orders and their schedulingIncrease customer satisfaction through solution-oriented salesSustained long-term customer care for current and prospective customers
Your qualifications:
Ideally, you have already worked in sales and know what is important - self-confidence, the ability to handle stress, stamina and the power to close salesYou enjoy sales and marketingYou have a pleasant telephone voice and the ability to communicate and express yourself clearly, also in written formYou are persuasive and enjoy convincing people of a good productYou have good PC skills and are confident in working with Microsoft OfficeFLUENT German conversation and written skills
What you can expect from the organisation:
An international, young and dynamic teamA young and goal driven team which is striving for successGood performance-related remuneration and the opportunity to advanceAn innovative, up-and-coming and modern product
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDI4OTgzMTg5P3NvdXJjZT1ndW10cmVl&jid=1296777&xid=2428983189
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Business Consultant
Position: Full time, Hybrid (Office based)
Location: Bloemfontein
Please send your latest CV to Michelle - kindo.m@abcworldwide.com
This role is for a business consultant that will focus on the Wealth industry and assist financial advisors,
asset managers and other financial institutions, and their clients, to move funds in and out of South
Africa.
Minimum requirements for this opportunity:
Key Responsibilities:
Delivery of both annual and monthly sales targets in coordination with the company´s sales
strategy to ensure sustainable growth and business development.
Lead and develop relationships with key clients to build long term sales opportunities and an
effective distribution network of regional contacts and influencers in the foreign exchange
market.
Maintains, influences, and develops senior level relationships with all key FX Partners and
introducing advisors for business development opportunities.
Develops and maintains a strong business pipeline for Regional Accounts and expands on
activities.
Responsible for generating and closing a consistently high level of sales opportunities with
clients by identifying needs, developing FX relationships, and providing appropriate FX solutions
and services.
Assisting Introducing Partners and Corporate Clients from the point of enquiry to trade
completion by facilitating registration, gathering KYC documentation and managing the client
to the point of trade readiness
Core Competencies:
Adhering to good practice and ethical Principles and Values.
Demonstrates consistent usage of ethics and values; raises potential violations in others.
Delivering results and Meeting Customer Expectations.
Modifies approach in the face of new demands helps others (both internally and externally).
Supports change initiatives, adjusting their actions appropriately when presented with
additional information.
Demonstrates ability to relate well to people at all levels.
Makes timely decisions and accepts accountability for own actions.
Comprehensive knowledge of FX sales, systems and processes
Provides an annual sales plan and providing monthly and quarterly updates, revisions and
modifications to the plan.
Key Competencies:
Must be target driven and be able to work under pressure.
Fast Learner
Good communication skills (verbal & written) as well as excellent phone manner with an
effective ability to cold call
Bilingual English and Afrikaans would be advantageous.
Committed to targets and deadlines.
Willing to go extra mile.
Must hav...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMTY0NzI4MDk/c291cmNlPWd1bXRyZWU=&jid=1563104&xid=316472809
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Business Consultant – Property Specialist
Position: Full time, Hybrid (Office based)
Location: Newlands, Cape Town
Please send your latest CV to kindo.m@abcworldwide.com
COMPANY PROFILE
Our client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider. In addition, they give their clients access to the best pricing and service available in the market.
They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further. Our client is licensed by the FSCA as an authorized Financial Services Provider (No. 35134) and authorized by the SARB to act as a Foreign Exchange Intermediary (No. 1431).
About the role
This role is for a Business Consultant – Property Specialist that will focus on the Real Estate Agencies, and their clients, to move funds in and out of South Africa.
Key Responsibilities
Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business developmentLead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influences in the foreign exchange marketMaintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunitiesDevelops and maintains a strong business pipeline for Regional Accounts and expands on activitiesResponsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and servicesAssisting Introducing Partners and Corporate Clients from the point of inquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of trade readiness
Core Competencies
Adhering to good practice and ethical Principles and ValuesDemonstrates consistent usage of ethics and values; raises potential violations in othersDelivering results and Meeting Customer ExpectationsModifies approach in the face of new demands and helps others (both internally and externally)Supports change initiatives, adjusting their actions appropriately when presented with additional informationDemonstrates ability to relate well to people at all levelsMakes timely decisions and accepts accountability for own actionsCom...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMjkzNjE3MTkzP3NvdXJjZT1ndW10cmVl&jid=1545842&xid=3293617193
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1
Business Consultant
Position: Full time, Hybrid (Office based)
Location: Johannesburg
Please send your latest CV to Michelle - kindo.m@abcworldwide.com
COMPANY PROFILE
Our client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider. In addition, they give their clients access to the best pricing and service available in the market.
They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further. Our client is licensed by the FSCA as an authorized Financial Services Provider and authorized by the SARB to act as a Foreign Exchange Intermediary.
About the role
This role is for a business consultant that will focus on the Wealth industry and assist financial advisors, asset managers and other financial institutions, and their clients, to move funds in and out of South Africa.
Key Responsibilities
Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business developmentLead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influences in the foreign exchange marketMaintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunitiesDevelops and maintains a strong business pipeline for Regional Accounts and expands on activitiesResponsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and servicesAssisting Introducing Partners and Corporate Clients from the point of inquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of trade readiness
Core Competencies
Adhering to good practice and ethical Principles and ValuesDemonstrates consistent usage of ethics and values; raises potential violations in othersDelivering results and Meeting Customer ExpectationsModifies approach in the face of new demands helps others (both internally and externally)Supports change initiatives, adjusting their actions appropriately when presented with additional informationDemonstrates ability to relate well to people at all levelsMakes timely decisions and accepts accountability for own actions
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDY4MzA4MTM/c291cmNlPWd1bXRyZWU=&jid=1545840&xid=246830813
3d
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