Financial Consultant | Centurion

The Recruitment Council; Centurion; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A recruitment agency is seeking a Financial Consultant in Centurion to engage clients and provide tailored financial solutions. This role requires a diploma in Finance and significant sales experience in the life insurance industry. The consultant will conduct needs analysis and educate clients on product implications while adhering to compliance standards. Achieving set production targets is essential.

Qualifications

• Matric required.
• Aspiration towards becoming a Certified Financial Planner (CFP).
• 3+ years' sales experience in the life insurance industry.

Responsibilities

• Engage with prospective clients to highlight features and benefits of risk products.
• Conduct client financial needs analysis to create customized life insurance solutions.
• Provide accurate information and advice to clients.

Skills

Sales experience in life insurance

Client engagement

Financial planning

Education

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

FAIS qualifications

Job description

SUMMARY :

Financial Consultant | Centurion

POSITION INFO :

Role Purpose

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

Requirements

• Matric required
• FAIS required qualifications (preferably RE5 and COB3)
• 3-year diploma or degree in Financial Planning, Business, Finance, or Economics – minimum NQF level 5
• Aspiration 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 features and benefits of risk products based on their Myriad quote
• Engage telephonically with clients and fulfill the process; conclude client engagements digitally
• Conduct client financial needs analysis to create customized life insurance solutions that meet their financial goals
• Educate clients on tax and legal implications of products and changes
• Accurately capture client information, relevant actions, and sales on the systems
• Achieve set targets on production, quality, and conversion
• Adhere to compliance requirements in line with legislative standards
• Investigate client queries within the agreed service level and provide timely feedback
• Resolve or escalate client queries to ensure excellent service
• Provide accurate information and advice to clients and stakeholders to ensure appropriate service delivery
• Provide regular reports on service delivery against SLAs and customer targets
• Build and maintain relationships with clients and internal/external stakeholders
• Make recommendations to improve client service and fair treatment
• Participate in a culture that fosters rewarding relationships, feedback, and exceptional service
• Proactively build and maintain client relationships through professional and credible financial advisory services
• Develop and maintain productive collaborations with peers and stakeholders