Intermediary Financial Sales Consultant

7 months ago

Hermanus, South Africa Arivu Recruitment and Consulting Full time

**Key Requirements**:

- Tertiary qualification, i.e., Certificate/ Diploma or Degree.
- Financial Services/ Retail/ Banking/ Sales/ Insurance/ Customer Service or Call Centre experience.
- FAIS Regulatory Exam (RE5).
- Exposure to and/or theoretical knowledge of FICA legislation.
- Approximately five years’ experience in a reasonably complex process orientated environment, preferably within the Financial Services industry.
- Salesforce CRM knowledge and/or experience.
- Knowledge of Tax Emigration and associated services.
- Excellent communications skills, verbal & written (Afrikaans & English).
- Confident communication with clients.
- Ability to distil complex issues into succinct and easily understood language to convey key messages.
- Relationship management with various stakeholders (establish, develop, and maintain relationships).
- Strong interpersonal skills coupled within a resilient yet enthusiastic life disposition, including the ability to remain calm in dynamic situations and project with sunny poise and aura.
- Excellent collaboration skills to deliver cohesive outcomes.
- Relationship management with various stakeholders (establish, develop, and maintain relationships).
- Excellent networking skills and the ability to interact confidently with stakeholders at different levels.
- Experience with sales techniques and strategies to meet customer and business needs and objectives.
- Proven ability to be self-motivated and work autonomously, while also working successfully within a team.
- Proven organisational skills including the ability to prioritise work to ensure deadlines are consistently achieved.
- Strong attention to detail and follow-through.
- High degree of initiative and motivation.
- Demonstrated inclusive, collaborative, and engaging approach; including the ability to consult, facilitate, negotiate, and influence a broad range of people at all levels in a medium sized corporate environment.
- An ability to work under pressure in a rapidly changing environment.

**The Role**:
The Intermediary Financial Consultant is a key member of the Sales team reporting to the Head of Advisory Services. This role is responsible for securing customers, by qualifying leads (qualified prospects) into paying customers. The role assists and advises customers on the service or bundle of services required to meet their specific needs. It also works closely and collaboratively with Customer Services team members to ensure customer expectations and the company’s revenue targets are met.

**Key Accountabilities**:
**Advisory and Sales**
- First point of contact for all Marketing leads, to qualify leads into prospective customers.
- Gather, compile, and analyses financial and personal customer data.
- Gain a full understanding of customer’s situation and objectives, explaining the company’s service offering and tactfully guiding and advising them through the decision-making process.
- Give the customer as much insight in wealth migration, including the implications of exchange control and tax, relative to pensions, investments and other South African source assets, economic trends, pension legislation in target countries etc.
- Match customer needs to specific solutions, based on the company’s service offerings.
- Integrate the customers profile and goals through cross-selling of service solutions specific to customers’ needs.
- Correspond with customers re additional information required.
- Continuously look for better ways to conduct business and improve processes.
- Responsible for contributing to the revenue stream for the team and take-on of new clients.
- Client acquisition, retention, service orientation and relationship management.
- Ensure compliance with all related legislation, e.g., FSCA, FAIS, FICA etc.

**Learning and development**:

- Being available and willing to learn existing and new processes that may be added to the company’s suite of products/services from time to time.

**Compliance**:

- Comply with all company standard operating procedures (SOPs), policies, guidelines, and procedures.

**Key Performance Indicator’s (KPI’S)**:
Proficiency in this role may be measured using some or all the stated KPI’s; but, also not limited or restricted to those indicated in below table.
- Contact all allocated leads within set time frame according to SLA - Measured through various tools relating to productivity, turn-around times, and quality conversion rates.
- Conversion rate - Percentage of Marketing qualified leads converted to prospective clients.
- Customer service cancellations - Number of complaints, compliments, and cancelled services.
- Lead qualification accuracy - Number of customer transactions where a difference between the proposed service and actual service were noted.
- Quality of customer interaction and communication - Peer and management review to determine the quality of customer communication and interaction.

**Key Relationships**:
Internal and external re

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