Financial Advisor- West Rand

Momentum Group Limited; Gauteng; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading company in South Africa is seeking a motivated sales professional to acquire and retain clients by selling financial products. The role involves providing tailored financial advice, ensuring client satisfaction, and achieving sales targets. Ideal candidates will have strong sales skills and the ability to build lasting client relationships.

Qualifications

• Experience in sales and client relationship management.
• Ability to provide financial advice and conduct affordability analyses.

Responsibilities

• Acquire and retain clients by selling company products.
• Advise on tax and legal implications of products.
• Achieve set targets on production, quality, and conversion.

Skills

Client Relationship Management

Financial Advisory

Sales

Problem Solving

Job description

Get AI-powered advice on this job and more exclusive features. Direct message the job poster from MetropolitanAttract. Responsibilities:

1. Acquire and retain clients by selling company products to generate new business and provide after-sales service to ensure client retention, increase market share, and contribute to the overall business objectives and its long-term viability.
2. Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs, supporting their decision-making process.
3. Sell products aligned with clients' financial needs by conducting affordability analyses to achieve their financial goals.
4. Advise on tax and legal implications of products or changes.
5. Accurately capture client information, relevant actions, and sales on the systems.
6. Complete all administrative and reporting requirements within agreed timeframes.
7. Achieve set targets on production, quality, and conversion.
8. Adhere to compliance requirements in the sales process in line with legislative requirements.
9. Provide financial advice to enhance clients' financial wellness, in line with the engagement strategy.
10. Investigate client queries within the agreed service level and ensure timely feedback.
11. Escalate client queries to the relevant department or stakeholder.
12. Provide accurate information and advice to clients and stakeholders to ensure appropriate services.
13. Maintain relationships with clients and stakeholders, and contribute to a culture of rewarding relationships and feedback.
14. Proactively build and maintain client relationships by presenting trustworthy product offerings through professional financial advisory services.
15. Develop and maintain productive relationships with peers and stakeholders, participate in change initiatives, and contribute to continuous innovation.
16. Identify solutions to enhance cost-effectiveness and operational efficiency, manage resources responsibly, and contribute to risk identification processes.
17. Analyse and process information, ask probing questions, and find solutions to problems.
18. Build strong relationships and networks, persuade others, articulate concepts well, and maintain a positive outlook.
19. Focus on meeting targets and deadlines.