Main - Banking & Finance

• To fully integrate into the branch team, creating a trusted and respectful relationship with branch colleagues.
• Prospecting for some clients on their own
• Must achieve set company targets
• Builds a detailed database of prospective clients
• Able to use the telephone to gain appointments and other methods of approaching the prospective clients.
• Completes the company fact find to desired company levels
• Designs client solution based on the information gleaned from the fact find
• Prepares an analysis of the client’s situation.
• Presents analysis to the client and closes the deal
• Gains referrals from the client.
typical candidate must posses
• Possibly graduate or good secondary education/Diploma
• Articulate
• Well Dressed
• Well spoken
• Holds good eye contact
• First 10 seconds impact good
• People person
• High communication skills
• High energy
• High Drive
• Motivated
• Goal orientated
• Has vision where they want to be
• Ambitious
• Not necessarily reliant on the company to provide leads
• Self reliant
AGES BETWEEN 23 AND 30 YEARS