Financial Advisor

7 hours ago


Pretoria, South Africa CFS Recruitment Full time

My Life Insurance client is looking for Financial Advisors

**Minimum requirements**:

- Matric/Grade 12 or SAQA Accredited Equivalent Essential
- 120 FAIS credits (NQF 5) in Wealth Management, CFP
- 2 or more years experience as a Financial Advisor within the financial services industry, life and investment essential
- RE 5 certificate
- Proven sales track record

**Duties**:
Develop and maintain a personal network and represent the organization at relevant industry events
- Source leads and referrals
- Identify sales opportunities while promoting the organization and enhancing its reputation
- Introduce internal specialists and utilize their expertise to gather and analyse client data in order to identify the correct sales opportunities and solutions
- Manage the customer journey from sales to onboarding and regular portfolio review
- Develop and implement a customer contact plan to communicate and engage with the client regarding product launches, sales campaigns, servicing opportunities and ongoing portfolio management
- Manage key client-customer relationships to maintain customer satisfaction, retention and loyalty while following principles of TCF
- Develop and maintain knowledge, understanding and adherence to the regulatory framework and relevant codes as well as the organizations' policies and procedures
- Participate in development programmes, assessments and activities which form part of the formal and informal training program
- Gain/maintain the relevant external professional accreditation requirements
- Maintain an in-depth understanding of the Financial Services Industry regulations, best practice solutions and fit and proper requirements


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