Financial Advisor Long Term Insurance/Life

SUMMARY:
Leading Financial Services Company in Gauteng is seeking dynamic individuals to join their team as Financial Advisors in Gauteng.

POSITION INFO:

• Develop a robust personal network within the sales territory and represent the organization at industry events to identify sales opportunities.
• Source referrals and recommendations from existing customers and contacts to enhance the organization's reputation.
• Identify Personal Lines and Business Insurance opportunities.
• Consult with customers to understand their needs, gather and analyze complex data, and develop specifications for customer requirements.
• Conduct financial needs analysis, client portfolio analysis, and provide financial advice.
• Identify products or services that meet customer needs and propose suitable configurations.
• Conduct customer onboarding, explaining advanced features of products/services.
• Manage personal objectives and take actions to ensure their achievement.
• Develop and implement customer contact plans to build new relationships and manage existing ones.
• Act as the first point of contact for customer queries and complaints, resolving issues promptly.
• Manage key client relationships to maintain satisfaction, retention, and loyalty.
• Ensure compliance with company-wide document management systems and operational procedures.
• Stay updated on organizational policies, regulatory codes, and codes of conduct.
• Participate in personal capability building activities such as training, coaching, and development planning.