Financial Advisor-Vaal MMH250425-4

Metropolitan; Emfuleni Local Municipality; On-site; ZAR 20 000 - 40 000; Full time

Job summary

An innovative firm is seeking a dynamic sales professional to attract and retain clients through exceptional service and financial advice. This role emphasizes building strong client relationships, understanding their financial wellness needs, and providing tailored product offerings. With a focus on compliance and operational efficiency, you will play a crucial role in enhancing client satisfaction and achieving business objectives. If you are passionate about financial services and thrive in a client-centered environment, this opportunity is perfect for you.

Qualifications

• 2-3 years in Sales/Call Centre environment is essential.
• Experience in insurance or financial services is advantageous.

Responsibilities

• Engage with clients to sell products based on financial needs.
• Provide financial advice and ensure compliance with regulations.

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

1. 2 - 3 years experience in a Sales/Call Centre environment (essential)
2. 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
3. Matric or equivalent NQF 4 qualification
4. National Senior Certificate in Finance/Business Management or equivalent relevant qualification
5. FAIS Compliance Requirements
6. Regulatory examination (RE) 5
7. 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.
• Sell products aligned with client’s financial needs after conducting affordability analysis.
• Advise on tax and legal implications of products or changes.
• Accurately capture client information, relevant actions, and sales on systems.
• Complete administrative and reporting requirements within agreed timeframes.
• Achieve targets on production, quality, and conversion.
• Adhere to compliance requirements in the sales process according to legislative standards.
• Provide financial advice to enhance client’s financial wellness.

Client

• Investigate client queries within the service level agreement and provide timely feedback.
• Escalate queries to relevant departments or stakeholders.
• Provide accurate information and advice to clients and stakeholders to ensure appropriate service delivery.
• 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.
• Participate in fostering a culture of rewarding relationships, feedback, and exceptional service.
• Proactively build relationships by presenting trustworthy product offerings through professional financial advisory services.

People

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

Finance

• Identify solutions to improve cost-effectiveness and operational efficiency.
• Manage financial and company resources responsibly.
• Support risk identification processes and communicate recommendations.