Financial Advisor

4 weeks ago

Cape Town, Western Cape, South Africa MMI Holdings Ltd Full time
Job Title: Financial Advisor

At MMI Holdings Ltd, we are seeking a highly skilled and motivated Financial Advisor to join our team in Cape Town CBD. As a Financial Advisor, you will play a critical role in attracting, acquiring, and retaining clients by selling our company's products and providing exceptional after-sales service.

Key Responsibilities:
  • Engage with prospective clients to understand their financial wellness needs and provide personalized solutions.
  • Sell our products in line with clients' financial needs, conducting affordability analyses to achieve their financial goals.
  • Provide accurate and timely information to clients, ensuring they receive the best possible service.
  • Meet and exceed sales targets, adhering to compliance requirements and legislative regulations.
  • Build and maintain strong relationships with clients and internal stakeholders, providing authoritative advice and expertise.
Requirements:
  • 1-2 years' experience in a financial advice rendering role.
  • 1-3 years' experience in the financial services industry.
  • Degree in Financial Planning, Business, Finance, Economics, or equivalent qualification.
  • Certificate of proficiency in Insurance or equivalent qualification.
  • Relevant legislative/regulatory exams or qualifications.
  • Specific licensing or registration.
  • Certified Financial Planner (CFP) or equivalent registration.
Competencies:
  • Examining Information: Analyze and process information, ask probing questions, and strive to find solutions to problems.
  • Interacting with People: Be lively, project enthusiasm, and focus on interacting and networking with people.
  • Convincing People: Be comfortable persuading others, shape opinions, and seek to negotiate with others.
  • Articulating Information: Be articulate in giving presentations, explain things well, and project social confidence.
  • Conveying Self Confidence: Be self-assured, project inner confidence, and determine own future values and contributions.
  • Thinking Positively: Be optimistic, positive, and recover easily from setbacks and obstructions.
  • Meeting Timescales: Be target-focused, meet deadlines, and keep to schedule.
  • Following Procedures: Conform to rules, follow instructions and procedures, and minimize risks by sticking to processes.

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