Senior Financial Advisor

1 week ago


Johannesburg, Gauteng, South Africa Moladira Skills Full time

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

Duties

  • 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.

  • Consult with a range of customer representatives at different levels.
  • Identify the products or services that best meet the customer's stated needs.
  • Walk customers through the advanced/custom features of the product/service,
connecting those features directly with customer pain points.

  • Respond to personal objectives, take appropriate actions to ensure achievement
of agreed objectives and use performance management systems

  • Develop and implement a customer contact plan to communicate product
launches and engage the potential customers.

  • Manage key client and customer relationships to maintain customer satisfaction,
retention of clients and loyalty.

  • Create and ensure compliance with a company wide document management
system.

Requirements:

Matric / Grade 12 or SAQA Accredited Equivalent (Essential)

RE5 (Essential); 120 FAIS

120 FAIS Credits (NQF5) in Wealth management (Essential)

Experience:

2 or more years experience as a Financial Advisor
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