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Senior Financial Advisor
2 weeks ago
Senior Financial Advisor (Managerial role)
Salary: 40 -45k and Commission
Background
The main purpose of this position is to support the group sales strategy and business plan by growing and retaining allocated portfolio business through dynamic customer relationship management.
Duties
- Team management and performance driven
- Build relationships with external and internal stakeholders
- Conduct Risk Analysis ensuring the right insurance solution is found to suit the prospective clients needs.
- Developing and maintaining broker relationships
- Review New business pipeline, followup and tracking
- Issuing of quotations
- Technical training of and ongoing product support to Financial Advisors
- Dealing with queries and providing information on a range of sales and service issues
- Liaising with internal departments on processing issues
- Building relationships with internal departments to ensure superior service is offered to clients
- Keeping uptodate with competitor product and service offering and industry developments
- Participating in proactive sales and marketing initiatives
Requirements:
- Matric essential
- Insurance Qualification, Financial Degree / Diploma
- Regulatory Exam (RE 5) qualification ESSENTIAL
- Minimum 10 years experience
- Selfstarter with ability to cold call and network efficiently to gain a profitable client base
- Proven track record of successfully meeting and exceeding sales targets
- Access to an unencumbered client base or ownership of your own client base / practice advantageous
- Own vehicle, with a valid drivers licence
Salary:
R40, R45,000.00 per month
Ability to commute/relocate:
- Cape Town,
Western Cape:
Reliably commute or planning to relocate before starting work (required)
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