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Polokwane Talent Pool Financial Services Role

2 weeks ago

Polokwane, Limpopo, South Africa Metropolitan Full time
Mid-Senior Level Financial Advisor Position

We are seeking a highly skilled and experienced Financial Advisor to join our team in Polokwane. As a key member of our sales team, you will play a crucial role in attracting, acquiring, and retaining clients by selling our company products.

The ideal candidate will have at least 2 years of experience in a sales and/or customer service role, with a proven track record of success in the insurance and/or financial services industry.

You will be responsible for engaging with prospective clients, conducting affordability analysis, and providing accurate financial advice to meet their needs. Your strong communication and interpersonal skills will enable you to build and maintain relationships with clients and internal stakeholders.

We are looking for a motivated and results-driven individual who is committed to delivering exceptional client service and contributing to the overall business objectives. If you have a passion for finance and sales, and are eager to take your career to the next level, please consider this exciting opportunity.

Responsibilities:

  1. Internal Process: Engage with prospective clients to highlight the features and benefits of our products based on their financial wellness needs.
  2. Client: Investigate client queries within agreed service levels and provide timeous feedback.
  3. People: Develop and maintain productive and collaborative working relationships with peers and stakeholders.
  4. Finance: Identify solutions to enhance cost effectiveness and increase operational efficiency.

Requirements:

  • 2 years' experience in a sales and/or customer service role.
  • 2 years' experience in the insurance and/or financial services industry rendering financial advice (advantageous).
  • Matric or equivalent NQF 4 qualification.
  • Compliance with FAIS Fit and Proper requirements.
  • Finance or Business related tertiary qualification (desirable).