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My Wealth – Business Consultant

Website RegenesysB Regenesys Business School

Awakening Potential

Salary – TBA

Job Summary


The mandate for this role includes the implementation of the total sales process in order to achieve the preset targets. The process includes, generating leads and referrals, selling over the telephone, conducting presentations, attending meetings with prospective clients.


We are looking for deal makers who are driven to earn a lot more than their basic salary and to contribute to the growth of the business.


Qualification and Experience


  • Matric and business qualification
  • RE5 Representative certificate
  • Financial Services background
  • Investments knowledge
  • Minimum 3 years’ experience in a similar role


Main duties and Responsibilities


  • Achieve agreed weekly/monthly sales targets by converting sales enquiries in the form of referrals, online enquiries or walk-ins
  • Able to obtain referrals
  • Tracking and monitoring of all prospective leads on a daily basis to ascertain where in the sales process the prospect is and what the next steps are to convert them. Full lead nurturing
  • Executing sales administration – Daily capturing of Sales inquiries and information within 2 days upon receipt. Provide qualified reports on progress and achievement of activities
  • Fostering, maintaining and growing client relationships
  • Constantly identify and develop sources of potential clients
  • Maintain an accurate and current database on an ongoing basis


Key Qualities


  • Customer service orientated
  • Target driven and ability to work well under pressure
  • Professional and confident
  • Excellent communication skills
  • Excellent negotiation and selling skills
  • Good presentation skills
  • Outgoing and passionate
  • Good telephone etiquette
  • Proactive and highly self-motivated


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