Intermediary Financial Consultant

Title: Intermediary Financial Consultant

Our client, based in Hermanus, is looking to hire an Intermediary Financial Consultant to join their company, in the financial industry, as soon as possible.

Job overview:

The Intermediary Financial Consultant is a key member of the Sales team reporting to the Head of Advisory Services. This role is responsible for securing customers, by qualifying leads (qualified prospects) into paying customers. The role assists and advises customers on the service or bundle of services required to meet their specific needs. It also works closely and collaboratively with Customer Services team members to ensure customer expectations and company revenue targets are met.

Advisory and Sales

• First point of contact for all Marketing leads, to qualify leads into prospective customers.
• Gather, compile, and analyses financial and personal customer data.
• Gain a full understanding of customer’s situation and objectives, explaining the company service offering and tactfully guiding and advising them through the decision-making process.
• Give the customer as much insight in wealth migration, including the implications of exchange control and tax, relative to pensions, investments and other South African source assets, economic trends, pension legislation in target countries etc.
• Match customer needs to specific solutions, based on the company’s service offerings.
• Integrate the customers profile and goals through cross-selling of service solutions specific to customers’ needs.
• Correspond with customers re additional information required.
• Continuously look for better ways to conduct business and improve processes.
• Responsible for contributing to the revenue stream for the team and take-on of new clients.
• Client acquisition, retention, service orientation and relationship management.
• Ensure compliance with all related legislation, e.g., FSCA, FAIS, FICA etc.

Qualification Requirements:

• Tertiary qualification, i.e., Certificate/ Diploma or Degree.
• Financial Services/ Retail/ Banking/ Sales/ Insurance/ Customer Service or Call Centre experience.
• FAIS Regulatory Exam (RE5).
• Exposure to and/or theoretical knowledge of FICA legislation.
• Approximately five years’ experience in a reasonably complex process orientated environment, preferably within the Financial Services industry.
• Salesforce CRM knowledge and/or experience.
• Knowledge of Tax Emigration and associated services

This is an in-office, fixed 12 month contract position based in Hermanus.

Area: Hermanus, Western Cape.

Salary: Market related and depending on experience.

Please apply online if you meet the necessary requirements and believe this is an opportunity you will thrive in.

If you have not been contacted within 14 days, please consider your application as unsuccessful.