Financial Consultant
Financial Consultant
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Financial Consultant
Requirements:
- Matric required
- FAIS required qualifications (preferably RE5 and COB3)
- 3year 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 costeffectiveness and increase operational efficiency
Employment Type
Full Time
