Financial Consultant
Financial Consultant
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The purpose of this role is to attract acquire and retain clients by designing and delivering a risk insurance solution which services their financial wellness.
Requirements
- Matric
- 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
- It will be required that you fit and proper
Duties and Responsibilities
- Engage with prospective clients in order to highlight the features and benefits of risk products based on their chosen life insurance product quote.
- Engage telephonically with clients and fulfil on the process.
- Must be able to conclude client engagement digitally.
- Conduct client finacial needs analysis in order to create a customized life insurance solution to achieve clients financial goals.
- Calculate and educate 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 timeous feedback.
- Resolve or escalate client queries to the relevant department or stakeholder to ensure exceptional client services.
- Proactively build and maintain client relationships by presenting the companys innovative and trustworthy product offerings through professional and credible Financial Advisory services.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Continuously develop own expertise in terms of professional industry and legislation knowledge.
- Take ownership for driving career development.
Competencies
- Attention to detail
- Problem solving
- Meeting Timescales
- Managing Tasks
- Adapts to different buyer behavior
Required Experience:
Contract
Employment Type
Full-Time
