Investment Planning Advisor
3 weeks ago
As an Investment Planning Advisor, you will play a critical role in helping clients achieve their financial goals. You will conduct comprehensive financial needs analyses, identify new sales opportunities, and develop a personal network within your assigned sales territory.
About the Role:
The successful candidate will have excellent communication and interpersonal skills, with a strong focus on delivering exceptional client service. You will be responsible for recommending products or services that align with clients' needs, guiding clients through advanced features of products or services, and implementing a comprehensive customer contact plan to engage clients in relevant sales campaigns.
Key Responsibilities:
- Sales Opportunities Creation: Develop a personal network within your assigned sales territory and represent our organization at industry events to identify new sales opportunities.
- Customer Needs Clarification: Consult with clients at various levels to identify their specific needs and desired outcomes.
- Sell Customer Propositions: Recommend products or services that align with clients' needs.
- Customer Onboarding: Guide clients through advanced features of products or services.
- Performance Management: Actively pursue personal objectives and utilize performance management systems to enhance individual performance.
- Customer Relationships Development: Implement a comprehensive customer contact plan to engage clients in relevant sales campaigns.
- Client Document Management: Ensure compliance with company-wide document management systems.
Estimated Salary: $100,000 - $140,000 per annum.
About Us:
The Recruitment Council is a leading recruitment agency specializing in the financial services industry. We are committed to providing exceptional service to our clients and candidates.
Required Skills and Qualifications:
- A minimum of Matric/Grade 12 or equivalent, along with 120 FAIS credits (NQF 5) in Wealth Management.
- RE5 certification is essential.
- A minimum of two years' experience as a financial advisor within the financial services industry.
Benefits:
- Competitive salary and benefits package.
- Ongoing training and professional development opportunities.
- Collaborative and dynamic work environment.
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