Introduction

Our client based in Cape Town are in search of a Senior Financial Advisor!!

Description

• Assists in planning and implementing pursuit of strategic opportunities for
• Business Insurance, by cultivating client relationships or other commercial
• relationships and identifying new markets for Business Insurance products or
• services.
• Monitor and assess sales and market data for a specific geographic region and
• market segment
• produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed.
• Customer Relationship Development / Prospecting
• Develop and implement relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision
• Use personal expertise to identify the complex standard products and/or services offered by the organisation that meet the customer's needs, together with quantities and product configurations.
• Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions agreement.
• Develop a personal network within the business sector and represent the organisation at business sector events.
• Obtain market intelligence and enhance the visibility and reputation of the organisation, its products, and its services.
• Customer Relationship Management / Account Management
• Develop and implement a customer contact plan to communicate product launches and engage the customers in relevant sales campaigns.
• 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.
• Enter customer information that has been gathered through research and/or through direct customer contact into the customer relationship management system, to ensure that the organisation has quality data to enable effective customer retention and business development activities.
• Applies expertise to act as an authority to clearly present solutions that link directly to the key objectives and challenges important to the client.
• appropriate time to understand core needs, Aligns stated needs with solution benefits, Explains how the solution aligns with needs

Education Profile

• Matric
• Full FAIS accreditation (150 credits)
• RE 5

EXPERIENCE General Experience

• 3-6 years industry and commercial experience

Application Instructions

Please forward your CV to ronal@myfuturecareer.co.za. Should you not be contacted within 2 weeks, kindly consider your application unsuccessful.

Contact Details