Tied Financial Advisor

4 months ago

Durban, South Africa Moladira Skills Full time

**JOB PURPOSE**

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.

***

**RESPONSIBILITIES**

**Sales Opportunities Creation**

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, promote the organization, and enhance its reputation.

Identify Personal Lines and Business Insurance opportunities.

***

**Customer Needs Clarification**

Consult with a range of customer representatives at different levels to identify

the outcomes they require, introducing relevant internal specialists and utilizing

their expertise to gather and analyze complex customer data, clarify mid
- to

long-term customer needs, and develop and agree to a specification of customer

requirements. Conduct financial needs analysis, client portfolio analysis and

provide financial advice.

***

**Sell Customer Propositions**

Identify the products or services that best meet the customer's stated needs, use

personal expertise to propose quantities and product configurations, explain the

selection to the customer, and invite the customer to make a purchase at the

standard price/terms and conditions of sale.

***

**Customer Onboarding**

Walk customers through the advanced/custom features of the product/service,

connecting those features directly with customer pain points.

***

**Performance Management**

Respond to personal objectives, take appropriate actions to ensure achievement

of agreed objectives and use performance management systems to improve

personal performance.

***

**Customer Relationships Development**

Develop and implement a customer contact plan to communicate product

launches and engage the potential customers in relevant sales campaigns to

build new relationships. Act as first point of contact for customer queries and

complaints and resolve these, referring complex issues to others and ensuring

that the customer receives an appropriate response.

***

**Client & Customer Management (External)**

Manage key client and customer relationships to maintain customer satisfaction,

retention of clients and loyalty.

***

**Client Document Management**

Create and ensure compliance with a company wide document management

system.

***

**Operational Compliance**

Develop knowledge and understanding of the organization's policies and

procedures and of relevant regulatory codes and codes of conduct to ensure

own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

**Personal Capability Building**

Develop own capabilities by participating in assessment and development

planning activities as well as formal and informal training and coaching; gain or

maintain external professional accreditation where relevant to improve

performance and fulfill personal potential. Maintain an in-depth understanding of

Financial Services Industry external regulation, and industry best practices

through ongoing education, attending conferences, and reading specialist media.

***

**BEHAVIORAL COMPETENCIES **Drives Results**

Consistently achieves results, even under tough circumstances. For example,

regularly pushes self to achieve outstanding outcomes; consistently establishes

bold goals for own performance; is passionate about excellent results and

significant contributions. Shows great tenacity to complete goals/initiatives in a

timely way.

***

**Communicates Effectively**

Develops and delivers multi-mode communications that convey a clear

understanding of the unique needs of different audiences. For example, tailors

communication content and style to the needs of others. Pays attention to others'

input and perspectives, asks questions, and summarizes to confirm

understanding.

***

**Persuades**

Uses compelling arguments to gain the support and commitment of others. For

example, positions and packages ideas so that they will resonate strongly with a

wide variety of stakeholders. Uses strong logic and compelling evidence. Works

with others to find creative win-win solutions; achieves consensus through

compromise.

***

**Instills Trust**

Gains the confidence and trust of others through honesty, integrity, and

authenticity. For example, models honesty and authenticity and encourages

others to be up front with one another. Demonstrates reliability and places a

strong emphasis on the team meeting its commitments. Fairly represents others'

positions.

***

**Ensures Accountability**

Holds self and others accountable to meet commitments. For example, tracks

performance and strives to remain effective, learning from both successes and

failures. Readily takes on c

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