Sales and service consultant (Ngqamakwe)
Overview
To acquire and educate for sales and service, drive digital migration, ensure activation and cross complementary products. Engage with customers to identify needs, perform regulatory checks, aid in account servicing, and handle client queries.
Requirements
- Minimum Qualification: NQF 4 Qualification
- Preferred Qualification: Relevant NQF 5 qualification as prescribed by the Financial Services Board
- Regulatory Exam qualification
- An appropriate recognised business Diploma or Higher Certificate at NQF level 6
- Microsoft office Computer Literate
- 1-2 years related experience
- FAIS – Yes
Responsibilities
- Lead identified converted into successful sales
- Educate customers on correct digital channels
- Ensure ACTIVATION is PRIORITY on onboarding
- Resolve all customer queries efficiently
- Achieve Sales and Service client retention
- Comply with procedures and processes
- Maintain an ability to adapt to changing business and customer needs
How to apply
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