Financial Services Professional
21 hours ago
At Rad Resources, we are seeking a highly skilled and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial advice to clients, focusing on long-term insurance and life insurance solutions.
Key Responsibilities:- Conduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients, analyzing their financial goals and objectives to provide tailored financial advice.
- Client Portfolio Management: Analyze and manage client portfolios, providing expert advice on investment planning and wealth management.
- Sales Opportunities Creation: Develop and leverage a personal network to identify and pursue sales opportunities in personal lines and business insurance.
- Customer Needs Clarification: Consult with clients to identify their financial needs, engage internal specialists for complex data analysis, and develop specifications that align with client requirements.
- Customer Propositions Selling: Recommend suitable financial products and services based on client needs, explain product benefits, and facilitate the purchase process.
- Customer Onboarding: Guide clients through the advanced features of financial products and services, ensuring alignment with their financial objectives.
- Performance Management: Set personal performance goals, take action to achieve objectives, and utilize performance management systems to enhance personal effectiveness.
- Customer Relationships Development: Implement customer contact plans to communicate new product launches and sales campaigns, build new relationships, and act as the primary contact for customer queries and complaints.
- Client & Customer Management: Maintain and manage key client relationships to ensure high levels of customer satisfaction, retention, and loyalty.
- Client Document Management: Establish and comply with a comprehensive document management system to ensure accurate and secure handling of client documents.
- Operational Compliance: Adhere to the organization's policies, procedures, and relevant regulatory standards, obtaining necessary authorizations for any deviations.
- Personal Capability Building: Engage in continuous professional development through assessments, formal and informal training, and coaching to enhance capabilities in financial advising.
Requirements:
- Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits (NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous);
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