Virtual Financial Advisor

Pps Recruitment; Gauteng; Remote; ZAR 250 000 - 350 000; Full time

Job summary

A recruitment agency in Gauteng is seeking a Virtual Financial Advisor to provide professional financial services to clients virtually. The role involves client engagement, sales target achievement, and financial advising. Candidates should possess relevant financial qualifications and experience in financial services sales. This position offers an opportunity to work in a dynamic digital environment with the potential for professional growth.

Qualifications

• 2 years financial services experience.
• 2 years' experience in a sales role within risk and investment.
• Experience in high-performance sales environments.

Responsibilities

• Provide suitable advice to clients' financial needs virtually.
• Engage clients on inbound and outbound calls.
• Achieve sales targets and objectives.

Skills

Financial advising

Client relationship management

Sales skills

Education

Relevant commercial / financial tertiary qualification (NQF 6)

RE5

Commercial insurance related qualification

Post Graduate Diploma in Financial Planning

CFP

Job description

Job Advert Summary

The key purpose of this role is to provide professional financial services to a client or a member virtually. The successful candidate will be responsible for sourcing, retaining and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client's needs. The Virtual Financial Advisor serves as a point of contact (Teams, Zoom, phone, email, SMS) for the clients. The incumbent must be digitally astute and should ensure that client journey mapping is aligned to the needs of clients and members. Adhere to PPS Best Practice and compliance standards.

Qualities and Qualifications

• Relevant commercial / financial tertiary qualification (NQF 6)
• RE5
• Commercial insurance related qualification advantageous
• Post Graduate Diploma in Financial Planning or studying towards this qualification will be advantageous
• CFP advantageous
• Completion of supervisory process

Experience

• 2 years financial services experience
• 2 years' experience in the Financial Services industry in a Sales role within the risk and investment spaces
• Previous experience in client services or call centre environment advantageous
• Experience and track record in high-performance sales environments
• Good understanding of SLA in a contact centre space

Duties and Responsibilities

• Providing suitable advice to best fit the needs and requirements of professionals virtually
• Advising and implementing financial solutions & products virtually and digitally that meet Member's needs.
• Engaging clients both on an outcome and an inbound call / digital environment
• Maximise each engagement received by attempting to onboard the client to both membership with PPS and a product holder of PPS
• Achievement of sales targets and objectives
• Prospecting for own clients
• Achievement of annual review objectives
• Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools virtually
• Meeting clients virtually to understand their financial objectives
• Virtually explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships virtually
• Adhering to compliance, operational procedures and practice management standards to minimize business risk
• Staying abreast of product information, performance and industry changes
• Adapt and change to fit in with changing business operational requirements
• Building a professional network and suitable business within the professional market in a virtual environment