About the position
Opportunity to join one of the leading Financial Services Companies in South Africa. The Financial Advisor will be responsible for conducting financial needs analysis
for both Life and Investment planning needs, utilize extensive expertise to
provide financial advice to customers, grow client base and prospecting of new clients.
- Conduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning.
- Client Portfolio Management: Analyze and manage client portfolios, providing tailored financial advice to meet both immediate and long-term financial goals.
- Sales Opportunities Creation: Develop and leverage a personal network within the sales territory, attend relevant industry events, and source referrals to identify and pursue sales opportunities in personal lines and business insurance.
- Customer Needs Clarification: Consult with various customer representatives to identify their financial needs, engage internal specialists for complex data analysis, and develop specifications that align with customer requirements.
- Customer Propositions Selling: Recommend suitable financial products and services based on customer needs, explain product benefits, and facilitate the purchase process at standard terms and conditions.
- Customer Onboarding: Guide clients through the advanced features of financial products and services, ensuring alignment with their financial objectives and addressing any concerns.
- Performance Management: Set personal performance goals, take action to achieve objectives, and utilize performance management systems to enhance personal effectiveness and productivity.
- Customer Relationships Development: Implement customer contact plans to communicate new product launches and sales campaigns, build new relationships, and act as the primary contact for customer queries and complaints.
- Client & Customer Management: Maintain and manage key client relationships to ensure high levels of customer satisfaction, retention, and loyalty.
- Client Document Management: Establish and comply with a comprehensive document management system to ensure accurate and secure handling of client documents.
- Operational Compliance: Adhere to the organization’s policies, procedures, and relevant regulatory standards, obtaining necessary authorizations for any deviations.
- Personal Capability Building: Engage in continuous professional development through assessments, formal and informal training, and coaching to enhance capabilities in financial advising, particularly in insurance, wealth management, and investments.
Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits
(NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in
Wealth management/ CFP/ equivalent (Advantageous);
Desired Skills:
- Financial Advisor
- Life and wealth Insurance
- Long Term Insurance
- RE5
- FAIS Accredited
- Portfolio management
Employer & Job Benefits:
