Investment Specialist (Direct Sales) | Waterfall, Johannesburg, Gauteng | Permenent

Welcome to the Latest Job Vacancies Site 2025 and at this time we would like to inform you of the Latest Job Vacancies from the PSG Konsult Ltd. with the position of Investment Specialist (Direct Sales) | Waterfall, Johannesburg, Gauteng | Permenent - PSG Konsult Ltd. which was opened this.

If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Investment Specialist (Direct Sales) | Waterfall, Johannesburg, Gauteng | Permenent - PSG Konsult Ltd. below matches your qualifications. Good Luck: D

Designation: Investment Specialist (Direct Sales) | Waterfall, Johannesburg, Gauteng | Permenent Category: Administration and Operations Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: PSG Financial Services Posted on: 18 Mar 2024 Reference Number: POS05116 Closing date: 24-Mar-2025 Position Type: Permanent Location: Waterfall Magwa Cres Overview:

VACANCY | INVESTMENT SPECIALIST (DIRECT SALES) | WATERFALL, JOHANNESBURG, GAUTENG | PERMANENT

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

Description:

Actively engages direct clients and provides support via email live chat or telephonically and respond to queries accurately and timeously. Ensure all administration is up to date and provide reports as and when required.

Responsibilities:

• Contacting leads daily either telephonically or via e-mail
• Prospecting for new clients/referrals
• Answering of e-mail and telephone calls/ Live chat
• Responding timeously to online queries and providing support
• Ensuring that all administration is up to date and completed accurately and timeously
• Collate information and provide reports as and when required
• Provide post- sales relationship support to clients
• Assist colleagues within the team and ensure that knowledge is shared
• Stay up to date with product information and attend training as and when required

Minimum requirements:

• A completed undergraduate Degree is essential (Finance/Investment Management etc.)
• Post-Grad Diploma in Financial Planning (CFP®) or studying towards required
• A minimum of 2 years relevant experience with solid PSG product/fund knowledge
• Bilingual in English and Afrikaans highly advantageous
• Solid competency with the Microsoft Office suite with strong Excel skills

Skills/ Competencies:

• System knowledge
• Policy knowledge
• Strong sense of accountability
• Liaison and negotiation skills
• Accuracy
• Passion
• Time management
• Analytical thinker
• Resilience
• Problem solver
• High organizational skills

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 24 March 2025. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.

Information :

• Company : PSG Konsult Ltd.
• Position : Investment Specialist (Direct Sales) | Waterfall, Johannesburg, Gauteng | Permenent
• Location : Johannesburg, Gauteng
• Country : ZA

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Investment Specialist (Direct Sales) | Waterfall, Johannesburg, Gauteng | Permenent job info - PSG Konsult Ltd. Johannesburg, Gauteng above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Investment Specialist (Direct Sales) | Waterfall, Johannesburg, Gauteng | Permenent job info - PSG Konsult Ltd. Johannesburg, Gauteng in 2025-02-28 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.