Sales Representative - Financial Services Centurion

Curemed takes a holistic approach to their financial services and offers a personalized experience to their clientele. Curemed was started as a familyowned company and still holds their core values close having grown exponentially within their 30 years in the market.

Core Company Values:

Care Integrity Accountability Embracing Diversity Results Driven Excellence

Duties & Responsibilities

• Health Sales
  
• Convert and create leads as well as build and maintain longterm relationships with customers/clients. Diversify their health offering to clients into referrals for shortterm health and wealth department.
  
• Advise clients on their holistic needs using the support functions available.
  
• FRB Client Retention (60 Day Follow Up Welcome call)
  
• FRB Client Retention (3 Month Follow Up)
  
• Client Enquiries
  
• Prospecting
  
• Administration.
  
• Receive Confirmation of New Application Policy Activations
  
• Receive Feedback on Client Enquiry
  
• Feedback on leads generated
  
• Receive Feedback on Client Enquiry
  
• Health Enquiries
  
• Maintain Client Book
  
• Follow up on outstanding applications
  
• Follow up on quotes sent to clients.
  
• Follow up on dormant & unreachable leads
  
• Daily Stats Submission
  
• Complete ZOHO applications
  
• ZOHO system to be updated
  

Meetings & Stakeholder Interactions:

• Monthly Performance Review Meeting
  
• Provide progress feedback on Monthly Targets
  
• Discus shortfall (If any)
  
• Discuss action plan (Training etc)
  
• Curemed Monthly Meetings
  
• Discuss Company Strategy Updates
  
• Discuss Changes within Curemed
  
  

Requirements

Requirements:

• National Senior Certificate
  
• RE5/FAIS Accreditation
  
• Diploma in Wealth Management (Preferred)
  
• Relevant Product Accreditation (Yearly)
  
• Class of Business Certification (Yearly)
  
• Single subclass of any Class of Business will need to complete at least 6 CPD hours per CPD cycle;
  
• More than one subclass of any single Class of Business will need to complete at least 12 CPD hours per CPD cycle;
  
• More than one Class of Business will need to complete at least 18 CPD hours per CPD cycle;
  

Core Competencies:

• Time Management
  
• Analytical Thinking
  
• Understand Compliance in the FSCA
  
• Building Customer Relationships with Clients
  
• Decision Making
  
• Continuous Development (Including Improving Operations)
  
• Communication (verbal and written)
  
• Mathematical skills
  
• Confident and enthusiastic selfstarter who can take initiative.
  
• Must be able to work independently as well as part of a team balances team and individual responsibility provides and accepts feedback.
  
• Analytical skills
  
• Problemsolving skills
  
• Relationship management skills
  
• Presentation and facilitation skills
  
• Resilience Ability to work well under pressure in dynamic environment.
  
• Flexible and adaptable
  
• Influential concise rational and practical communicator
  

Software Experience:

• Microsoft Office
  
• (Specific functions within packages/components)
  
• Microsoft Teams
  
• One Drive
  
• Zoho CRM
  
• Zoho Sign
  
• Compare Med
  
• Linkus