Financial Consultant

About the position

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 a risk insurance solution which services 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 (required)
• Aspirations towards becoming a Certified Financial Planner (CFP)
• 3+ years' sales experience in the life insurance industry
• It will be required that you fit and proper

Duties and Responsibilities

• Engage with prospective clients in order to highlight the features and benefits of risk products based on their chosen life insurance product quote.
• Engage telephonically with clients and fulfil on the process.
• Must be able to conclude client engagement digitally.
• Conduct client finacial needs analysis in order to create a customized life insurance solution to achieve clients' financial goals.
• Calculate and educate 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 timeous feedback.
• Resolve or escalate client queries to the relevant department or stakeholder to ensure exceptional client services.
• Proactively build and maintain client relationships by presenting the company's innovative and trustworthy product offerings through professional and credible Financial Advisory services.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Continuously develop own expertise in terms of professional industry and legislation knowledge.
• Take ownership for driving career development.

Competencies

• Attention to detail 
• Problem solving
• Meeting Timescales
• Managing Tasks
• Adapts to different buyer behavior 

Desired Skills:

• Financial planning and analysis
• client relationship management
• Sales and advisory skills
• regulatory and compliance knowledge