To initiate and conclude the sale of a range of financial products to customers in an affinity database as allocated, using the telephone as a marketing medium.

MUST have a CLEAR Credit and Criminal Record!!!

MUST have a RE5 and with your DOFA date!!!

Duties & Responsibilities

Sales Focus- Achieve customer growth, revenue and collections targets as defined by the bank
Meet and exceed individual activity metrics for all product lines
• Meet, exceed and effectively execute on all Sales & Customer targets as set by the
Bank
• Effectively execute the Banks sales strategy in respect of Product & Value Added
Services(Up Selling, Cross Selling & Capital Take Up)
• Outbound calling to target both existing and prospective customers
• Convert all sales opportunities received through inbound customer requests, outbound
calling, lead generation initiatives and customer queries
• Establish, develop and maintain business relationships with existing and prospective
customers to generate new business
• Participates in cross selling bank products.
• Maintain detailed tracking of pipeline management and of prospect data and activities
• Set up in person visits, appointments and presentations, following up telephonically
where necessary
• Conduct a professional financial needs analysis to make a needs based analysis that
may lead to a sale

Desired Experience & Qualification

Must have a FSCA aligned NQF 5 or above.
Min. 1 - 2 years + Proven track sales experience.
minimum 2 years of sales experience dealing with customers.
living in Robertson or willing to relocate to Robertson (Cape Town)at your own cost.
MUST have RE5