Financial Advisor

My Life Insurance client is looking for Financial Advisors

Minimum requirements:

• Matric/Grade 12 or SAQA Accredited Equivalent Essential
• 120 FAIS credits (NQF 5) in Wealth Management, CFP
• 2 or more years experience as a Financial Advisor within the financial services industry, life and investment essential
• RE 5 certificate
• Proven sales track record

Duties:

Develop and maintain a personal network and represent the organization at relevant industry events

• Source leads and referrals
• Identify sales opportunities while promoting the organization and enhancing its reputation
• Introduce internal specialists and utilize their expertise to gather and analyse client data in order to identify the correct sales opportunities and solutions
• Manage the customer journey from sales to onboarding and regular portfolio review
• Develop and implement a customer contact plan to communicate and engage with the client regarding product launches, sales campaigns, servicing opportunities and ongoing portfolio management
• Manage key client-customer relationships to maintain customer satisfaction, retention and loyalty while following principles of TCF
• Develop and maintain knowledge, understanding and adherence to the regulatory framework and relevant codes as well as the organizations' policies and procedures
• Participate in development programmes, assessments and activities which form part of the formal and informal training program
• Gain/maintain the relevant external professional accreditation requirements
• Maintain an in-depth understanding of the Financial Services Industry regulations, best practice solutions and fit and proper requirements