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Tied Financial Advisor
3 months ago
Pioneering innovation and service, their diverse team drives excellence, and they are looking for a Tied Financial Advisor to join their team.
Job Purpose:
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients.
Responsibilities:
Sales Opportunities Creation
Develop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation.
Customer Needs Clarification
Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyses complex customer data, clarify mid
- to long-term customer needs, and develop and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice
Sell Customer Propositions
Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale
Customer Onboarding
Walk customers through the advanced/custom features of the product/service, connecting those features directly with customer pain points
Performance Management
Respond to personal objectives, take appropriate actions to ensure achievement of agreed objectives and use performance management systems to improve personal performance
Customer Relationships Development
Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships
Act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response
Client & Customer Management (External)
Manage key client and customer relationships to maintain customer satisfaction, retention of clients and loyalty
Client Document Management
Create and ensure compliance with a companywide document management system
Operational Compliance
Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfil personal potential.
Qualification and Experience:
Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
120 FAIS Credits (NQF5) in Wealth management (Essential)
RE5 (Essential) 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous)
2 or more years' experience as a financial advisor within financial services industry with dealing in upper mass market and/or affluent client segment (Life & investment) (Essential)
