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Senior Financial Advisor
3 weeks ago
**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**
**Duties**
- 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.
- Consult with a range of customer representatives at different levels.
- Identify the products or services that best meet the customer's stated needs.
- Walk customers through the advanced/custom features of the product/service,
connecting those features directly with customer pain points.
- Respond to personal objectives, take appropriate actions to ensure achievement
of agreed objectives and use performance management systems
- Develop and implement a customer contact plan to communicate product
launches and engage the potential customers.
- Manage key client and customer relationships to maintain customer satisfaction,
retention of clients and loyalty.
- Create and ensure compliance with a company wide document management
system.
**Requirements**:
Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
RE5 (Essential); 120 FAIS
120 FAIS Credits (NQF5) in Wealth management (Essential)
**Experience**:
2 or more years experience as a Financial Advisor
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