Financial Adviser - Kzn / Mpumalanga (Pool) Mmh241030-4

Metropolitan; Durban; On-site; ZAR 25,000 - 45,000; Full time

Job summary

An established industry player is seeking a dynamic sales professional to attract and retain clients through exceptional service and financial advice. In this role, you will engage with prospective clients, conduct affordability analyses, and ensure compliance with regulatory standards. You'll play a vital part in enhancing clients' financial wellness while achieving set production targets. This is an exciting opportunity to develop your career in a supportive environment that values innovation and collaboration.

Qualifications

• 2 years’ experience in sales or customer service role.
• Compliance with FAIS Fit and Proper requirements.

Responsibilities

• Engage with clients to highlight product features and benefits.
• Advise on tax and legal implications of products.

Skills

Sales Experience

Customer Service

Financial Advice

Compliance with FAIS

Education

Matric or NQF 4 qualification

Finance or Business related tertiary qualification

Job description

Role Purpose

Attract, 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 overall business objectives and long-term viability.

Requirements

Matric or equivalent NQF 4 qualification

2 years’ experience in sales and/or customer service role

2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)

Compliance with FAIS Fit and Proper requirements

Finance or Business related tertiary qualification (desirable)

Driver’s license and own transport (desirable)

Duties and Responsibilities

Internal Process
Engage with prospective clients to highlight features and benefits of products based on their financial wellness needs, supporting their decision-making process.
Sell products aligned with clients’ financial needs by conducting affordability analyses to achieve their financial goals.
Advise on tax and legal implications of products or changes.
Accurately capture client information, relevant actions, and sales on systems.
Complete all administrative and reporting requirements within specified timeframes.
Achieve set targets for production, quality, and conversion.
Adhere to compliance requirements during the sales process in line with legislative standards.
Provide financial advice aligned with engagement strategies to enhance clients’ financial wellness.

Client
Investigate client queries within the agreed service levels, ensuring timely feedback.
Escalate queries to relevant departments or stakeholders.
Provide accurate information and advice to clients and stakeholders to ensure appropriate services.
Report regularly on service delivery against SLAs and customer targets.
Build and maintain relationships with clients and stakeholders.
Recommend improvements in client service and fair treatment.
Contribute to a culture of rewarding relationships, feedback, and exceptional service.
Proactively build relationships by presenting trustworthy product offerings through professional financial advisory services.

People
Develop and maintain collaborative relationships with peers and stakeholders.
Participate positively in change initiatives.
Continuously develop professional, industry, and legislative knowledge.
Contribute to innovation through new ideas.
Own your career development.

Finance
Identify solutions to improve cost-effectiveness and operational efficiency.
Manage resources responsibly.
Contribute to risk identification and communicate recommendations.

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