Financial Adviser

2 days ago

Midrand, South Africa Metropolitan Full time

Financial Adviser - Outbound Call Center MMH -5 Role Purpose: To continuously enhance the lifetime financial wellness of people, their families and their communities through empowerment and education, by selling financial solutions that improve financial wellbeing and provide peace of mind for the future of their families. Requirements Matric (Grade 12) certificate. Post matric qualification equivalent to NQF5 (FSCA Recognised). At least one year of sales and/or call centre working experience (essential). Cold calling experience. Regulatory examination (RE) 5 (desirable). FAIS Compliance Requirements. Duties and Responsibilities Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management. Present information‑sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients. Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well‑thought‑out decisions. Accurately identify problems and proactively solve them. Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised. Timeously complete all administrative and reporting duties related to the role. Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible financial advisory services. Support and guide clients through the decision‑making process by displaying exceptional product knowledge and customer centricity. Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment. Build sound relationships with others through honesty, trust and respect. Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements. Be self‑confident, self‑motivated entrepreneurs and relentlessly pursue targets and goals. Effectively manage time and ensure optimal productivity. Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates. Prepare, interpret and present client financial performance and other relevant information to enhance client understanding and facilitate decision‑making. Conduct client financial needs analysis in order to develop and implement a customised financial plan to achieve clients' financial goals. Seniority level Entry level Employment type Full‑time Job function Finance and Sales Industries: Insurance #J-18808-Ljbffr

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