Financial Advisor- Rustenburg (Boitekong, Madibeng & Moruleng)

Momentum Group Limited; Rustenburg; On-site; ZAR 25 000 - 45 000; Full time

Job summary

An established industry player is seeking a dynamic individual to attract and retain clients by providing exceptional financial advisory services. In this role, you will engage with clients to understand their financial wellness needs, offer tailored product solutions, and ensure compliance with regulatory requirements. This position offers an opportunity to develop your career in a supportive environment while contributing to the company's growth and client satisfaction. If you are passionate about building relationships and making a positive impact, this role is perfect for you.

Qualifications

• 2-3 years of experience in Sales or Call Centre environment.
• FAIS Compliance and Regulatory examination (RE) 5 required.

Responsibilities

• Engage with clients to highlight product features and benefits.
• Achieve set targets on production, quality, and conversion.

Skills

Sales Experience

Client Relationship Management

Financial Advisory

Compliance Knowledge

Education

Matric or equivalent NQF 4 qualification

National Senior Certificate in Finance/ Business Management

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 the overall business objectives and long-term viability.

Requirements

• 2 - 3 years experience in a Sales/ Call Centre environment (essential)
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Matric or equivalent NQF 4 qualification
• National Senior Certificate in Finance/ Business Management or equivalent relevant qualification
• FAIS Compliance Requirements
• Regulatory examination (RE) 5
• Driver’s license and own transport (desirable)

Duties & Responsibilities

Internal Process

• Engage with prospective clients to highlight features and benefits of various products based on their financial wellness needs, supporting and guiding their decision-making process.
• Sell products aligned with clients’ financial needs by conducting affordability analysis to achieve clients’ financial goals.
• Calculate and advise on tax and legal implications of products or changes.
• Accurately capture client information, relevant actions, and sales on the systems.
• 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.
• Provide financial advice in line with the engagement strategy to enhance clients’ financial wellness.

Client

• Investigate client queries within the agreed service levels and ensure timely feedback.
• Escalate client queries to relevant departments or stakeholders.
• Provide accurate information and advice to clients and stakeholders to ensure appropriate services.
• Provide regular reports on service delivery against SLAs and customer targets.
• Build and maintain relationships with clients and stakeholders.
• Make recommendations to improve client service and fair treatment.
• Participate in fostering a culture of rewarding relationships, feedback, and exceptional service.
• Proactively build and maintain client relationships by presenting our 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 by sharing and implementing new ideas.
• Take ownership of personal career development.

Finance

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

Competencies

• Examining Information: Analyze, ask questions, and seek solutions.
• Interacting with People: Build relationships and networks.
• Convincing People: Persuade and negotiate effectively.
• Articulating Information: Explain concepts clearly and confidently.
• Thinking Positively: Stay optimistic and recover from setbacks.
• Meeting Timescales: Focus on targets and deadlines.