Financial Advisor

Recruiter:

CFS Recruitment

Job Ref:

1452421390

Date posted:

Friday, February 11, 2022

Location:

Pretoria, South Africa

JOB SUMMARY:
-

JOB DESCRIPTION:

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

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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