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Our client is a global financial services company with licenses in multiple jurisdictions.
They are currently looking for an additional experienced financial coordinator (BMD / Associate Assistant) to join their V & A waterfront offices in Cape Town, South Africa
These are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the offshore financial services (financial planning / investments / insurance) industry.
Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates.
You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area-based client research.
REQUIREMENTS:
- You must be a South African Citizen, or have a work permit already to work in South Africa
- Previous experience in a Business Development Manager role, preferably within offshore financial services
- Skilled in using Microsoft Office Suite
- Excellent communication and people skills, especially via telephone
- Well developed negotiation skills on the telephone
- Customer support experience
- Excellent time management and planning skills
- You are currently in a telesales or client-facing role: 1 year’s experience
- You have a crisp, clear and articulate English, Western-style phone manner: 1 year’s experience
- You speak in a clear English accent with preferably no other discernible accent
- You are highly organized
- Ability to make high volume of phone calls to prospects.
- Ability to proactively source leads, from the internet, from networking events to using social media and business networking sites
- Be very motivated with a can-do attitude
- Have lots of energy
- Be very friendly with a vivacious, outgoing personality
- Have a flawless work ethic
- Have a proven ability to excel beyond targets and deadlines – which is essential to becoming successful in this role
INCENTIVES:
• Market related basic salary up to R15 000.00 (based on experience) + commission
Our client will provide you with additional training which will allow you to excel within your role as a financial coordinator / BDM.
MINIMUM REQUIREMENTS:
Only candidates with existing experience in financial services telesales (1+ year’s experience) will be considered for this role. We’re not just looking to fill a seat, we want someone with proven results.
Please note: This position is NOT for someone from the accounting / auditing or financial management profession. This is a strong sales and targets driven profession. Please only apply if you have the required UK pensions and/or investment product sales experience.
