Investment Specialist – Umhlanga, KZN
A well established financial services company is expanding their offerings in Umhlanga, KZN.
The ideal candidate must have a Bachelor's degree or a Post Graduate Diploma in Financial Planning preferably.
A minimum of 5-years sales experience and a proven record of client/broker-facing will strengthen your application.
Duties and Responsibilities Include –
Meet and exceed all sales targets
Create and drive revenue growth
Develop long-term relationships with customers and develop account plans for new relationships
Navigate through an organisation to leverage cross selling opportunities
Develop strategic sales plans
Develop and manage pipeline activity and monitor sales activity against assigned quotas
Acquire and integrate industry knowledge related to general trends
For more information regarding this position, please send your CV in word format to tims@4crecruitment.co.za.