Financial Advisor West Rand MMH250707-3

Metropolitan; Carletonville; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services firm in South Africa, Gauteng, is seeking a sales-focused individual to attract and retain clients. Responsibilities include engaging clients, providing financial advice, and achieving sales targets. The ideal candidate will possess a Matric qualification, sales experience, and knowledge of financial services compliance. This position offers an opportunity to make a significant impact on client financial wellness through reliable advisory services.

Qualifications

• 2 - 3 years experience in a Sales/ Call Centre environment required.
• Experience in financial services is advantageous.
• FAIS Compliance Requirements must be met.
• Regulatory examination (RE) 5 required.
• Driver’s license and own transport desirable.

Responsibilities

• Engage with prospective clients to highlight product benefits.
• Sell products based on financial needs and conduct affordability analysis.
• Advise on tax and legal implications of products.
• Accurately capture client information and complete administrative tasks.
• Achieve set production, quality, and conversion targets.

Skills

Sales experience

Client relationship management

Financial advisory expertise

Compliance knowledge

Education

Matric or equivalent NQF 4 qualification

National Senior Certificate in Finance/Business Management

Tools

Sales systems

Financial analysis tools

Job description

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 longterm viability, To assist clients with creating a personalised financial and investment plan through providing advice according to set company standards and procedures.

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 and or equivalent relevant qualification

FAIS Compliance Requirements

Regulatory examination (RE) 5

Driver’s license and own transport (desirable)

Duties and Responsibilities

INTERNAL 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-making process.

Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.

Calculated and advise on tax and legal implications of products and or changes.

Accurately capture client information, relevant actions and sales on the systems.

Accurately 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 client’s financial wellness.

CLIENT

Investigate client queries within the agreed service level and ensure that client receives timeous feedback.

Escalate client queries to the relevant department or stakeholder.

Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the 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 clients and stakeholders.

Build and maintain relationships with clients and internal and external stakeholders.

Make recommendations to improve client service and fair treatment of clients within 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 Financial Advisory services.

PEOPLE

Develop and maintain productive and collaborative working relationships with peers and stakeholders.

Positively influence and participate in change initiatives.

Continuously develop own expertise in terms of professional, industry and legislation knowledge.

Contribute to continuous innovation through the development, sharing and implementation of new ideas.

Take ownership 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 recommendations in the appropriate forum.

As an applicant, please verify the legitimacy of this job advert on our company career page.-227383768