Financial Consultant | Centurion

3 weeks ago

Centurion, South Africa The Recruitment Council Full time

Role PurposeThe purpose of this role is toattract, acquire and retain clientsby designing and delivering a riskinsurance solution which servicestheir financial wellness needs.Requirements Matric requiredFAIS required qualifications (preferably RE5 and COB3)3 year diploma or degree inFinancial Planning, Business,Finance or Economics minimumNQF level 5 (required)Aspirations towards becoming aCertified Financial Planner (CFP)3+ years' sales experience in the life insurance industry.It will be required that you are fit and proper.Duties and ResponsibilitiesEngage with prospective clientsin order to highlight the featuresand benefits of risk productsbased on their chosen MyriadquoteEngage telephonically with clientsand fulfil on the processMust be able to conclude clientengagement digitallyConduct client financial needsanalysis in order to create acustomised life insurance solutionto achieve clients' financial goals.Calculated and educate on taxand legal implications of productsand or changes.Accurately capture clientinformation, relevant actions andsales on the systems.Achieve set targets onproduction, quality andconversion.Adhere to compliancerequirements in the sales processin line with legislativerequirements.Investigate client queries withinthe agreed service level andensure that client receivestimeous feedbackResolve or escalate client queriesto the relevant department orstakeholder to ensure exceptionalclient services.Provide accurate information andadvice to clients and stakeholdersin order to ensure that the clientreceives the appropriate servicesProvide regular reports ondelivery of services againstagreed service level agreementsand in terms of overall customertargetsBuild and maintain relationshipswith clients and internal andexternal stakeholdersMake recommendations toimprove client service and fairtreatment of clients within area ofresponsibilityParticipate and contribute to aculture which builds rewardingrelationships, facilitates feedbackand provides exceptional clientserviceProactively build and maintainclient relationships by presentingour innovative and trustworthyproduct offerings throughprofessional and credibleFinancial Advisory services.Develop and maintain productiveand collaborative workingrelationships with peers andstakeholders

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