Financial Services Specialist

3 days ago

Johannesburg, Gauteng, South Africa Moladira Skills Full time
Job Title: Tied Financial Advisor

Job Summary:

The Tied Financial Advisor will be responsible for conducting comprehensive financial needs analysis for both Life and Investment planning needs, utilizing extensive expertise to provide financial advice to customers, growing the client base, and prospecting for new clients.

Key Responsibilities:

  • Sales Opportunities Creation: Develop a personal network within the sales territory and represent the organization at relevant industry events, sourcing referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation.
  • Customer Needs Clarification: Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify mid- to long-term customer needs, and develop and agree to a specification of customer requirements.
  • Sell Customer Propositions: Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
  • Customer Onboarding: Walk customers through the advanced/custom features of the product/service, connecting those features directly with customer pain points.
  • Performance Management: Respond to personal objectives, take appropriate actions to ensure achievement of agreed objectives, and use performance management systems to improve personal performance.
  • Customer Relationships Development: Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships.
  • Client & Customer Management (External): Manage key client and customer relationships to maintain customer satisfaction, retention of clients, and loyalty.
  • Client Document Management: Create and ensure compliance with a company-wide document management system.
  • Operational Compliance: Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.

Behavioral Competencies:

  • Drives Results: Consistently achieves results, even under tough circumstances.
  • Communicates Effectively: Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.
  • Persuades: Uses compelling arguments to gain the support and commitment of others.
  • Instills Trust: Gains the confidence and trust of others through honesty, integrity, and authenticity.
  • Ensures Accountability: Holds self and others accountable to meet commitments.
  • Manages Complexity: Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.
  • Customer Focus: Builds strong customer relationships and delivers customer-centric solutions.
  • Being Resilient: Rebounds from setbacks and adversity when facing difficult situations.
  • Interpersonal Savvy: Relates openly and comfortably with diverse groups of people.
  • Plans and Aligns: Plans and prioritizes work to meet commitments aligned with organizational goals.
  • Action Oriented: Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
  • Manages Conflict: Handles conflict situations effectively, with a minimum of noise.

Skills:

  • Computer skills: Support business processes independently by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
  • Product Knowledge: Established expert in the discipline and acts as the organization's authority for the skill area.
  • Verbal Communication: Apply comprehensive knowledge to act independently and provide guidance and training to others on how to use clear and effective verbal communications skills to express ideas, request actions, and formulate plans or policies.
  • Action Planning and work scheduling: Work independently under supervision and provide technical guidance when required on how to develop appropriate plans or perform necessary actions based on recommendations and requirements.
  • Writing skills: Use clear and effective writing skills independently and provide technical guidance when required on how to express ideas, request actions, and formulate plans or policies.
  • Customer and Market Analysis: Conduct research and analyze data independently and provide technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
  • Financial analysis: Apply concepts of knowledge/skill independently; also able to provide technical guidance when required.
  • Closes Effectively: Work independently and provide technical guidance when required to arrive at mutually beneficial commitments that help move the sales/client relationship forward.
  • Effectively Presents Solutions: Work independently and provide technical guidance when required to clearly present solutions that link directly to the key objectives and challenges important to the client.
  • Builds Rapport: Work independently and provide technical guidance when required to quickly and effectively establish trust within the buying centers in the client's organization.

Education:

  • General Education: 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).

Experience:

  • General Experience: 2 or more years of experience as a financial advisor within the financial services industry with dealing in the upper mass market and/or affluent client segment (Life & Investment) (Essential).

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