Financial Advisor
4 weeks ago
Financial Advisor - West Rand MMH Metropolitan Mogale City Local Municipality, Gauteng, South Africa Overview Role Purpose: Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. Responsibilities Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process. Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals. Calculate and advise on tax and legal implications of products and/or changes. Accurately capture client information, relevant actions and sales on the systems. Accurately complete all administrative and reporting requirements within agreed timeframes. Achieve set targets on production, quality and conversion. Adhere to compliance requirements in the sales process in line with legislative requirements. Provide financial advice in line with the engagement strategy to enhance client’s financial wellness. Investigate client queries within the agreed service level and ensure that client receives timeous feedback; escalate client queries to the relevant department or stakeholder as needed. Provide accurate information and advice to clients and stakeholders to ensure appropriate services. Provide regular reports on delivery of services against agreed service level agreements and overall customer targets; provide authoritative expertise and advice to clients and stakeholders. Build and maintain relationships with clients and internal and external stakeholders. Make recommendations to improve client service and fair treatment of clients within area of responsibility. Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service. Proactively build and maintain client relationships by presenting innovative and trustworthy product offerings through professional Financial Advisory services. Qualifications 2 - 3 years experience in a Sales/Call Centre environment (essential) 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous) Matric or equivalent NQF 4 qualification National Senior Certificate in Finance/Business Management and/or equivalent relevant qualification FAIS Compliance Requirements Regulatory examination (RE) 5 Driver’s license and own transport (desirable) Employment details Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Industries: Insurance As an applicant, please verify the legitimacy of this job advert on our company career page. #J-18808-Ljbffr
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