Financial Services Consultant
4 days ago
Purpose of the Role:
The primary objective of this position is to provide expert financial services to professionals and individuals. The successful candidate will be responsible for identifying, retaining, and growing a client base by implementing tailored financial solutions that meet their needs.
Key Responsibilities
This commission-based role involves holistic financial planning, advice, and sales in risk insurance, savings, investments, and estate planning. The ideal candidate is an experienced and target-driven financial planner who can service the degreed professional market effectively. This role requires own lead generation, adhering to compliance procedures, staying abreast of product information, and building a sustainable business within the professional market.
Requirements
To excel in this role, you must have:
- A Matric (Grade 12) qualification
- A relevant commercial/legal/related industry-specific NQF level 6 tertiary qualification or higher
- Completed RE5
- Be FAIS fit and proper
- Succeeded in a supervisory process
- Hold a Postgraduate Diploma in Financial Planning or CFP advantageous
Experience and Skills
You should possess:
- 2 years' experience in the Financial Services industry in a Sales role within the risk and investment spaces
- 2 years' experience in Financial Planning
- Knowledge and understanding of the dynamics of the professional client market
- Experience and track record in high-performance sales environments
- Knowledge of best practice in Financial Planning and Financial Advisory Services
- Knowledge and understanding of financial planning through meaningful client engagements
- Experience prospecting for clients
Interpersonal and Intrapersonal Skills
You should possess strong interpersonal and intrapersonal skills, including:
- Strong sales and relationship-building abilities
- A passion for the financial planning environment
- Relationship management and networking skills
- Ability to plan and manage time effectively
- Analytical and numerical skills with the ability to analyze and interpret statistical information
- Impeccable work ethic
- Able to work independently
- Strong communication
- High attention to detail
- Team-orientated
- Self-motivated and highly driven
- Strong presentation skills
- Resilience and tenacity
- Emotional Intelligence
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