1Life: High Advice Consultant (Gauteng) at Telesure Investment Holdings (TIH)

Description

Customer Needs Clarification

• Set clear objectives for each sales call; tailor standard materials to make presentations to decision makers; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
• Understand the customers’ unique profile, identify a relevant course of action based on customer needs and undertake an appropriate course of action to ensure customer satisfaction, delivered through financial needs analysis.

Sell Customer Propositions

• Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
• Options include sale of investment products such as lump sum/recurring. Understand and deliver the required individual targets such as, achieving talk time targets, sales targets and other targets.

Performance Management

• Priorities own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance.
• Achieve talk time targets, effectiveness targets and sales targets.

Customer Relationships Development

• Make calls to allocated customers to develop new relationships. Act as a first point of contact for customer.
• Manage contacts, connect with the client, develop rapport and form relationships to ensure positive customer experiences at all times.

Sales Opportunities Creation

• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Operational Compliance

• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
• Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Personal Capability Building:

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential.
• Maintain an understanding of products, relevant technology, external regulation, and industry best practices through ongoing education.
• Consistently achieves results, even under tough circumstances. For example, regularly pushes self to achieve outstanding outcomes; consistently establishes bold goals for own performance; is passionate about excellent results and significant contributions.
• Shows great tenacity to complete goals/initiatives in a timely way.

Communicates Effectively

• Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.

Instills Trust

• Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, is consistently honest and straightforward; shares uncomfortable information in a clear and helpful manner.
• Maintains high ethical standards and professional codes of conduct.

Ensures Accountability

• Holds self and others accountable to meet commitments. For example, tracks performance and strives to remain effective, learning from both successes and failures.
• Readily takes on challenges or difficult tasks and has reputation for delivering on commitments.

Manages Complexity

• Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, looks at complex issues from multiple angles; explores issues to uncover underlying issues and root causes; sees the main consequences and implications of different options.

Customer Focus

• Builds strong customer relationships and delivers customer-centric solutions. For example, digs deeply into customer feedback and drives the innovations that can enable the organization to better meet customers' future needs.
• Frequently adjusts approach to ensure customer needs are met and to improve service.

Requirements

Education

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential);
• RE5 (Essential)
• 120 FAIS Credits (NQF5) in Wealth management (Essential)
• Class of Business (COB) (Essential)
• 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous)
• A relevant Finance related degree / diploma (Advantageous)