Sales Consultant- Pharon Capital

It is our final intake for 2018!

Pharon Capital, a registered Independent Financial Advisory and Boutique Asset Management firm, is looking for candidates who are interested in forging a career in the Financial Services Industry. With the number of financial advisors in South Africa declining on an annual basis, Pharon Capital is looking to disrupt the financial services industry by expanding our footprint with a team of focused and career driven Financial advisors equipped with the best of technology, transparent reporting and asset management expertise.

Pharon Capital ensures that all our Financial advisors recieve comprehensive training from internal as well as external sources ensuring that they are fully equipped to render the best financial advice to all our clients.

We differentiate ourselves in the market by assisting our Financial advisors with a business enabling income of R12 000 per month (plus commission) as well as providing lead generation support.

Our offices are a proud new landmark in Benoni, East Rand. Candidates should ideally reside within a distance in which they can commute to the office on a daily basis.

Job Description

Successful applicants will be responsible for identifying opportunities, establishing a detailed understanding of a client’s financial needs, and meeting pre-defined new business (sales) targets and servicing existing clients.

1. Sales Planning

Cold calling clients to set up appointments to discuss the clients financial planning requirements.
Develop a weekly call plan.
Attending to appointments to perform a Financial Needs Analysis (FNA) for the client.
Once a FNA has been finalised for the client, propose the best solution for the client using the product ranges (risk, savings and investments) and mixes available.
2. Customer Relationship Management

Collate all customer details to ascertain customer’s affordability and requirements.
Ensure that all the customer details are captured on a central reporting database.
Ensure that TAT’s are adhered to with regards to customer enquiries and responses.
Research customer’s financial history and future requirements to ensure suitability of product recommendation.
Build and maintain good customer relationships with all clients of Pharon Capital.
Obtain referrals from existing customers.
3. Personal Knowledge

Develop an understanding of all company products, industry regulations and FSB regulations through own research and company training initiatives.
Stay abreast of all market developments through continuous upskilling.
Develop a Personal Development Plan that ensures upskilling within the Financial Services industry for manager’s approval.
Experience, Qualifications and Skills

Education

Minimum requirement: Matric (NQF 4) qualification
Ideal requirement: Post matric B-degree, Sales / Marketing diploma, RE 5
Ideal experience will include all call centre sales, customer-facing roles, sales of investment, medical and insurance products.
Other

Clear credit and criminal record.
Meet the FSB’s fit and proper persons requirements.
A valid Drivers licence.
Own reliable vehicle.
Reside in the East Rand or prepared to travel to Benoni.
Skills / physical competencies

Well presented and spoken
Ability to influence sale of products and services
Have an affinity for facts and figures.
Relationship skills – an ability to build and develop relationship
Communication skills
Flexibility – the ability to adapt and change in the light of changing circumstances / new information
Culture diversity management skills
Risk management skills
Presentation skills (oral and visual)
Stress management skills
Salary & Benefits

A Business Enabling Allowance of R12,000.00 per month plus commission.
Commission structures are based on the employee meeting minimum validation criteria.
Full training will be provided to all succesfull applicants.
Assistance with lead generation through partner companies.


If candidates have not received any communication from the company, please note that your application has been unsuccesful

Pharon Capital is a registered Independent Financial Services Provider operating under its own FSP licence (44492) in a highly regulated environment. Pharon Capital has a range of its own investments products but also partners with welll established and reputable companies such as Liberty, Sanlam, Momentum and Capital Legacy.


Apply Here http://bit.ly/2wm7cgg

Job id : , #70591, 25 views,

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