Financial Advisor-West Rand MMH250805-3

Metropolitan; Mogale City Local Municipality; On-site; ZAR 250,000 - 350,000; Full time

Job summary

A leading financial services company in Mogale City is seeking a Financial Advisor to attract, acquire, and retain clients. The successful candidate will have sales experience and a knowledge of financial products. This full-time role requires compliance with industry regulations and the ability to build strong client relationships. Competitive compensation and benefits offered.

Benefits

Commission-based earnings

Continuous professional development

Supportive work environment

Qualifications

• 2 - 3 years experience in a Sales/ Call Centre environment.
• Experience in the insurance and/or financial services industry.
• FAIS Compliance Requirements.

Responsibilities

• Engage with prospective clients to highlight product features.
• Conduct affordability analysis to meet financial goals.
• Achieve set targets on production and quality.

Skills

Sales experience

Client relationship management

Financial advisory skills

Education

Matric or equivalent NQF 4 qualification

National Senior Certificate in Finance/ Business Management

Job description

Metropolitan Mogale City Local Municipality, Gauteng, South Africa

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Metropolitan Mogale City Local Municipality, Gauteng, South Africa

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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 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 and or equivalent relevant qualification

FAIS Compliance Requirements

Regulatory examination (RE) 5

Driver’s license and own transport (desirable)

Duties and Responsibilities

I

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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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