Financial Adviser- JHB

Role Purpose

Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability
.
Requiremen
ts
2 - 3 years experience in a Sales/ Call Centre environment (essenti
al)
2 years experience in the insurance and/or financial services industry rendering financial advice (advantage
ous)
Matric or equivalent NQF 4 qualific
ation
National Senior Certificate in Finance/ Business Management and or equivalent relevant qualifi
cation
FAIS Compliance Requi
rements
Regulatory examinatio
n (RE) 5
Drivers license and own transport (d
esirable)
Duties and Respon
sibilities
INTER
NAL PROCESS
Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-mak
ing process.
Sell products in line with clients financial needs by conducting affordability analysis in order to achieve clients fin
ancial goals.
Calculated and advise on tax and legal implications of products a
nd or changes.
Accurately capture client information, relevant actions and sales
on the systems.
Achieve set targets on production, quality
and conversion.
Adhere to compliance requirements in the sales process in line with legislat
ive requirements.
Provide financial advice in line with the engagement strategy to enhance clients f
inancial wellness.
Accurately complete all administrative and reporting requirements within
agree
d timeframes.
CLIENT
Investigate client queries within the agreed service level and ensure that client recei
ves timeous feedback.
Escalate client queries to the relevant depa
rtment or stakeholder.
Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives th
e appropriate services.
Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets. Provide authoritative, expertise and advice to c
lients and stakeholders.
Build and maintain relationships with clients and internal a
nd external stakeholders.
Make recommendations to improve client service and fair treatment of clients with
in area of responsibility.
Participate and contribute to a culture which 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
Financ
ial Advisory services.
PEOPLE
Develop and maintain productive and collaborative working relationship
s with peers and stakeholders.
Positively influence and par
ticipate in change initiatives.
Continuously develop own expertise in terms of professional, ind
ustry and legislation knowledge.
Contribute to continuous innovation through the development, sharing
and implementation of new ideas.
Take ownersh
ip for
driving career development.
FINANCE
Identify solutions to enhance cost effectiveness
and increase operational efficiency.
Manage financial and other company resources
under your control with due respect.
Provide input into the risk identification processes and communicate rec
ommendations in the appropriate forum.
As an applicant, please verify the legitimacy of this job adver
t on our company career page.-227383768