Job Summary

This role is individually accountable for selling specific retail investment products to assigned target market space

  • Minimum Qualification: Degree
  • Experience Level: Mid level
  • Experience Length: 3 years

Job Description

Job Description
  • Sell all the company's investment products to achieve target revenues.
  • Provides advice in line with the customer value proposition & compliance framework.
  • Develops, tracks & reviews business plan to meet individual performance targets.
  • Work in specific allocated markets.
  • Work with a specific range of products.
Key Result Areas
Personal Effectiveness:
  • Accountable for service delivery through own efforts.
  • Makes increased contributions by broadening individual skills.
  • Collaborates effectively with others to achieve personal results.
  • Accepts and lives the company values.
Sales / Productivity:
  • Develops tracks & reviews business plan to meet individual performance targets.
  • Sells products or services to target Market
  • Achieves sales targets and objectives.
Financial Advice:
  • Provides advice in line with the customer value proposition & compliance framework.
  • Works in specific target markets.
  • Works with a specific range of products.
Relationship Building:
  • Establish sound working relationships and maximises opportunities with prospective clients.
  • Uses appropriate interpersonal and communication techniques to gain client acceptance.

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