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Financial Advisor, Cape Town

Last update 2024-07-17
Expires 2024-08-17
ID #2192730343
Free
Financial Advisor, Cape Town
South Africa, Western Cape, Cape Town,
Modified June 14, 2024

Description

Structured Wealth Solutions was established on the premise of sharing financial knowledge and educating clients on possible solutions that will truly be in their best interest.

This can be attained by comprehensive financial planning based on clients' needs.

In our pursuit of 'restructuring tomorrow, today', SWS is built on the following values: 1.

Education: At SWS, we believe that education is of utmost importance, To educate is to empower.

2.

Communication: Through communication, we build long lasting relationships not only with our clients but with anyone that seeks financial knowledge.

3.

Transparency At SWS, we value transparency and clients can trust that we will act with the highest level of honesty and integrity.

4.

Community We are people-centric company.

By empowering and uplifting others, we grow.

Our Vision: To equip each and every member of society with financial understanding to enable them to make informed decisions that will not only benefit them presently but also in the future.

Our Solutions include but is not limited to: 1.

Educational Planning 2.

Estate Planning 3.

Funeral Cover 4.

Income Protection 5.

Investments 6.

Life and Risk Cover 7.

Medical Aid 8.

Retirement Planning 9.

Tax free savings account 10.

Wills The Role You will be responsible for : Organising data and generating deep customer insights in order to enhance sales force productivity and effectiveness.

Supporting the sales team key planning and operations tasks to support the overall objective of the business.

Attainment Planning through effective goal setting, designing sales incentives to drive business objectives and territory analysis & definition for sales maximum effectiveness.

Providing pricing and contract support by providing the sales team with high-quality and competitive proposals.

Monitoring and analysing key sales and business performance indicators and trends to drive strategic and tactical business decisions and also coordinating and ensuring accuracy of sales forecasts.

Ensuring Sales process adoption and compliance and also identifying opportunities for improvement in the sales process and systems to ensure greater sales effectiveness and efficiency.

Ideal Profile You have at least 1 year experience within a Sales Operations / Sales Support role, ideally within the the Financial Services Industry industry.

You possess excellent interpersonal as well as written and verbal communication skills.

You are highly goal driven and work well in fast paced environments You are a strong mentor and coach who can build high performing teams You are adaptable and thrive in changing environments What's on Offer?Opportunity to make a positive impact Flexible working options Join a market leader within the Financial Services Industry

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Financial advisor

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