Junior Client Development Specialist (Sales Intern)
BROKSTOCKCape Town и ещё 1 городВ офисеот 1 годаПолная занятость
FintechCRMSalesCustomer ServiceInvestmentsClient Managementfinancial marketTelesales
Описание
BROKSTOCK is looking for a motivated Junior Client Development Specialist to join their Cape Town sales team. The role is focused on outbound engagement with a large warm client base, involving approximately 80–100 calls per day. It is suitable for someone at the beginning of their sales career who already understands the fundamentals of sales and wants to grow within the investment and fintech industry.
Responsibilities
- Make approximately 80–100 outbound calls per day
- Work with warm client lists generated through platform activity and behavioural triggers
- Establish contact and build trust with clients
- Ask structured questions to understand client needs, experience and financial potential
- Identify opportunities to increase client engagement and assets on the platform
- Present relevant platform benefits and available offers
- Qualify clients and transfer high-potential opportunities to a BDM
- Schedule follow-up calls or meetings where appropriate
- Maintain accurate client records, outcomes and next steps in the CRM
- Follow approved scripts, compliance requirements and sales processes
Requirements
- Approximately one year of experience in sales, telesales, customer service or a client-facing role
- Understanding of the basic sales process
- Strong communication and active-listening skills
- Ability to establish rapport and build trust quickly
- Confidence in asking questions and identifying client needs
- Comfortable working with daily call and conversion targets
- Resilience, discipline and a results-oriented mindset
- Professional working proficiency in English
- Interest in investments, financial markets or fintech
Nice to have
- Experience in banking, financial services, brokerage, insurance or call-centre sales
- Knowledge of Afrikaans, isiXhosa or another South African language
We offer
- Product training, approved sales scripts, coaching and practical experience working with an established client base
- Career progression to Junior BDM, Business Development Manager, Senior BDM or Team Lead
- Location: Cape Town, South Africa
- Work format: Office-based
- Employment type: Full-time
Hiring process
- Send your application/CV to •••