TECHNICAL COMPETENCIES

Verbal Communication

-Apply comprehensive knowledge and provide guidance and training to others on

how to use clear and effective verbal communications skills to express ideas,

request actions and formulate plans or policies.

Action Planning

-Provide technical guidance when required to develop appropriate plans or

perform necessary actions based on recommendations and requirements.

Planning and Organizing

-Plan, organize, prioritize and oversee activities to efficiently meet business

objectives. Provide technical guidance when required.

Computer skills

-Support business processes and understand and effectively use standard office

equipment and standard software packages, while providing technical guidance

as needed.

-Microsoft Office Suite

Sales Planning and Coordination

-Work with guidance to plan and coordinate effective sales campaigns and

related initiatives to achieve the best possible returns.

Policy and Regulation

-Work with guidance to interpret and apply knowledge of laws, regulations and

policies in area of expertise.

Policy and procedures

-Provide technical guidance when required to monitor, interpret and understand

policies and procedures, while making sure they match organizational strategies

and objectives.

EDUCATION

General Education:

Grade 12/ SAQA Accredited Equivalent (Essential)

FAIS recognized qualification or Wealth Management Qualification (Essential);

RE 5 (Essential)

EXPERIENCE

General Experience:

3 or more years experience in a sales call centre environment (Essential);

Managerial Experience:

2 or more years experience supervising and directing people (Essential)