Financial Consultant

3 days ago

Centurion, Gauteng, South Africa Boardroom Appointments Full time R250 000 - R500 000 per year


Financial Consultant Requirements:
  • Matric required
  • FAIS required qualifications (preferably RE5 and COB3)
  • 3-year diploma or degree in Financial Planning, Business, Finance, or Economics minimum NQF level 5 (required)
  • Aspirations towards becoming a Certified Financial Planner (CFP)
  • 3 years' sales experience in the life insurance industry
  • Must be fit and proper
Duties and Responsibilities:
  • Engage with prospective clients to highlight the features and benefits of risk products based on their chosen Myriad quote
  • Engage telephonically with clients and fulfil on the process
  • Must be able to conclude client engagement digitally
  • Conduct client financial needs analysis to create a customised life insurance solution to achieve clients' financial goals
  • Educate clients on tax and legal implications of products and/or changes
  • Accurately capture client information, relevant actions, and sales on the systems
  • Accurately complete all administrative and reporting requirements within agreed timeframes
  • Achieve set targets on production, quality, and conversion
  • Adhere to compliance requirements in the sales process in line with legislative requirements
  • Investigate client queries within the agreed service level and ensure that the client receives timely feedback
  • Resolve or escalate client queries to the relevant department or stakeholder to ensure exceptional client services
  • Provide accurate information and advice to clients and stakeholders to ensure that the client receives appropriate services
  • Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets
  • Build and maintain relationships with clients and internal and external stakeholders
  • Make recommendations to improve client service and fair treatment of clients within the area of responsibility
  • Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service
  • Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services
  • Develop and maintain productive and collaborative working relationships with peers and stakeholders
  • Positively influence and participate in change initiatives
  • Continuously develop own expertise in terms of professional, industry, and legislative knowledge
  • Contribute to continuous innovation through the development, sharing, and implementation of new ideas
  • Take ownership for driving career development
  • Manage financial and other company resources under your control with due respect
  • Provide input into the risk identification processes and communicate recommendations in the appropriate forum
  • Identify solutions to enhance cost-effectiveness and increase operational efficiency

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