Virtual Financial Advisor

1 day ago

Parktown, South Africa PPS Recruitment Full time

**Job Advert Summary**:
**Minimum Requirements**:
Qualifications:

- Relevant commercial/financial tertiary qualification (NQF 6)
- RE5
- Commercial insurance related qualification advantageous
- Post Graduate Diploma in Financial Planning or studying towards this qualification will be advantageous.
- CFP advantageous
- Completion of supervisory process

**Experience**:

- 2 years financial services experience
- 2 years' experience in the Financial Services industry in a Sales role within the risk and investment spaces
- Previous experience in client services or call centre environment advantageous
- Experience and track record in high-performance sales environments.
- Good understanding of SLA in a contact centre space

**Duties and Responsibilities**:

- Providing suitable advice to best fit the needs and requirements of professionals virtually
- Advising and implement financial solutions & products virtually and digitally that meet Member’s needs.
- Engaging clients both on an outcome and an inbound call/digital environment
- Maximise each engagement received by attempting to onboard the client to both membership with PPS and a product holder of PPS
- Achievement of sales targets and objectives
- Prospecting for own clients
- Achievement of annual review objectives
- Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools virtually
- Meeting clients virtually to understand their financial objectives
- Virtually Explaining complex information relating to Financial Advisory in a clear and effortless way
- Managing, maintaining and building new and existing client relationships virtually
- Adhering to compliance, operational procedures and practice management standards to minimize business risk
- Staying abreast of product information, performance and industry changes
- Adapt and change to fit in with changing business operational requirements

Building a professional network and suitable business within the professional market in a virtual environment

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