Financial Relationship Builder

Irene/Alberton, Gauteng

Posted more than 30 days ago


Company:: ATripleA Recruitment and Temps
Company Description:: AtripleA Recruitment was established in 1999. Its success in the Recruitment Industry has allowed us to deliver an efficient and trustworthy service to both employer and employee. We aim to provide outstanding Recruitment Services to our valued clients, by providing totally reliable, competitively superior, quality candidates 100% according to client specification and time-certain delivery at a cost effective price. AtripleA Recruitment has to earn the loyalty of Corporate Clients in the surrounding area and grow our family by developing and marketing world class service.
Contract Type:: Full Time
Experience Required:: No Experience
Education Level:: Grade 12
Gender:: Any
Age:: 21 to 99 years
Number of vacancies:: 2

Job Description

Job Description:
• To convert and create leads as well as build and maintain long-term relationships with customers and clients
• To diversify our health offering to clients into referrals for short-term and wealth department.
• To advise clients on their holistic needs using the support functions available.

Qualifications and Requirements:
• NQF 4 Certificate grade 12
• NQF 4 Regulatory Examinations 5 (FAIS Accreditation)
• NQF 5 Diploma (Preferable Wealth Management)
• Class of Business Certification (Yearly)
• Must have knowledge of Microsoft Office
• Microsoft Teams
• One Drive
• Zoho CRM
• Zoho Sign
• Compare Med
• Linkus

We are looking for someone with:
• Knowledge of Relevant Products
• Time Management
• Analytical Thinking
• Understand Compliance in the FSCA
• Building Customer Relationships with Clients
• Decision making
• Team player
• Self-Leadership
• Continuous development
• Communication (written and verbally)
• Numerical and mathematical skills
• Confident and enthusiastic
• Must be able to work independently
• Problem-solving skills
• Presentation and facilitation skills
• Discretion
• Care and empathy
• Ability to listen to understand
• Ability to work under pressure
• Initiative
• Assertiveness
• Persuasiveness