Financial Consultant

Miltonresourcing; Gauteng; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading company in the insurance industry seeks a dynamic Financial Consultant to enhance client financial security through tailored risk solutions. Ideal candidates will possess strong sales experience, relevant qualifications, and exceptional communication skills. This full-time position is based in Centurion, Gauteng, offering opportunities for career development within the financial planning sphere.

Qualifications

• Matric and relevant FAIS qualifications required.
• 3 years of sales experience in the life insurance industry.
• Aspirations to become a Certified Financial Planner (CFP).

Responsibilities

• Engage with prospective clients to present risk products.
• Conduct financial needs analysis to create insurance solutions.
• Maintain compliance with legislative standards.

Skills

Communication

Sales

Negotiation

Financial analysis

Education

Matric

3-year diploma or degree in Financial Planning, Business Finance, or Economics

FAIS qualifications (preferably RE5 and COB3)

Job description

Are you a dynamic sales professional who wants to grow their career in supporting clients towards their financial security?

Our client, a major player in the insurance industry, is looking for you to join their Retail Life Insurance department as a Financial Consultant.

Role Purpose

The purpose of this role is to attract, acquire, and retain clients by designing and delivering risk insurance solutions that support their financial wellness.

Requirements

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

Duties and Responsibilities

• Engage with prospective clients to highlight features and benefits of risk products based on their life insurance quote.
• Engage telephonically with clients and fulfill the process.
• Conclude client engagements digitally.
• Conduct client financial needs analysis to create customized life insurance solutions aligned with their financial goals.
• Calculate and educate clients on tax and legal implications of products and changes.
• Accurately capture client information, actions, and sales on the system.
• Complete all administrative and reporting requirements within specified timeframes.
• Achieve set targets for production quality and conversion rates.
• Adhere to compliance requirements in line with legislative standards.
• Investigate client queries within the agreed service levels and ensure timely feedback.
• Resolve or escalate client queries to relevant departments to ensure exceptional service.
• Build and maintain client relationships by presenting trustworthy and innovative product offerings through professional financial advisory services.
• Develop and maintain collaborative relationships with peers and stakeholders.
• Continuously develop industry and legislative knowledge.
• Engage in problem solving and task management.
• Adapt to different buyer behaviors.

Experience & Skills

• Strong communication and interpersonal skills
• Sales and negotiation skills
• Financial analysis and advisory skills
• Compliance and regulatory knowledge

Employment Details

• Type: Full-Time
• Vacancies: 1
• Location: Centurion, Gauteng, South Africa