Financial Consultant

Boardroom Appointments; Centurion; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Boardroom Appointments is seeking a results-driven financial adviser in Gauteng. The role focuses on engaging prospective clients, conducting needs analyses, and delivering customised life insurance solutions while ensuring compliance and timely administrative reporting.

Candidates should have a 3-year diploma/degree (NQF5), RE5, COB3, and at least 3 years of life insurance sales experience. CFP aspirations are encouraged.

Qualifications

• Minimum NQF level 5: 3-year diploma or degree in Financial Planning, Business, Finance, or Economics.
• RE5 and COB3 qualifications preferred.
• Aspirations toward CFP certification.
• 3 years' life insurance sales experience.
• Must be fit and proper.

Responsibilities

• Engage with prospective clients to highlight risk product features and benefits based on Myriad quotes.
• Engage telephonically with clients and fulfil the process.
• Conclude client engagement digitally where applicable.
• Perform client financial needs analysis to create customised life insurance solutions.
• Educate clients on tax and legal implications of products and changes.
• Accurately capture client information and sales actions in the system.
• Meet production, quality, and conversion targets.

Skills

Sales experience

Client engagement

Financial advisory services

Education

NQF level 5 (3-year diploma or degree)

RE5

COB3

CFP aspirations

Job description

• FAIS required qualifications (preferably RE5 and COB3)
• 3-year diploma or degree in Financial Planning, Business, Finance, or Economics minimum NQF level 5 (required)
• Aspirations towards becoming a Certified Financial Planner (CFP)
• 3 years' sales experience in the life insurance industry
• Must be fit and proper

Duties and Responsibilities:

• Engage with prospective clients to highlight the features and benefits of risk products based on their chosen Myriad quote
• Engage telephonically with clients and fulfil on the process
• Must be able to conclude client engagement digitally
• Conduct client financial needs analysis to create a customised life insurance solution to achieve clients' financial goals
• Educate clients 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
• Investigate client queries within the agreed service level and ensure that the client receives timely feedback
• Resolve or escape client queries to the relevant department or stakeholder to ensure exceptional client services
• Provide accurate information and advice to clients and stakeholders to ensure that the client receives appropriate services
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets
• Build and maintain relationships with clients and internal and external stakeholders
• Make recommendations to improve client service and fair treatment of clients within the area of responsibility
• Participate and contribute to a culture that 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
• 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 legislative knowledge
• Contribute to continuous innovation through the development, sharing, and implementation of new ideas
• 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
• Identify solutions to enhance cost-effectiveness and increase operational efficiency