![Bright Futures Holdings (Pty) Ltd](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor
2 weeks ago
The FSP is offering to prospective financial advisers a compelling opportunity to join them grow their advisor team in the Durban and Surrounding areas.
Remuneration and Benefits:
High commission payable 80%+
Vesting bonus payable monthly for 24 months
Training allowance of R25 000 split over first 3 months
Technology Loan of up to R interest free)
Minimum Requirements:
- Tertiary Qualification or Matric + 120 FAIS credits
R.E.
- Representatives
- 2 Years Financial industry experience or 5 Years Sales experience with references
- Clear Credit Record
- Clear Criminal Record
- Valid South African ID
- Reliable Motor Vehicle & Valid Driver's License
- Laptop & Smart Phone
We will contact you within 3-5 working days
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the business and brand.
What will make you successful in this role?
- Assist in growing the business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the company.
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the company brand
- Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middlehigh and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
- Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant etools / instruments or systems, to ascertain the client's full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client's portfolio annually by undertaking the above steps.
- Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Followup or refer all existing business queries to be resolved timeously through 'backoffice' support.
- Strive for excellent, valueadded service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
- Monitor, update and reporting (weekly/monthly)
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Core Competencies:
Collaborates - Contributing independently
Being resilient - Contributing independently
Drives results - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Turnaround time
Our commitment to transformation:
The company is committed to achieving transformation and embraces diversity.
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