Financial Consultant | Centurion

SUMMARY:
Financial Consultant | Centurion

POSITION INFO:

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 needs.

Requirements Matric required

• 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 are 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 Myriad
quote
Engage telephonically with clients
and fulfil on the process
Must be able to conclude client
engagement digitally
Conduct client financial needs
analysis in order to create a
customised life insurance solution
to achieve clients'' financial goals.
Calculated and educate on tax
and legal implications of products
and or changes.
Accurately capture client
information, relevant actions and
sales on the systems.
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 client receives
timeous feedback
Resolve or escalate client queries
to the relevant department or
stakeholder to ensure exceptional
client services.
Provide accurate information and
advice to clients and stakeholders
in order to ensure that the client
receives the appropriate services
Provide regular reports on
delivery of services against
agreed service level agreements
and in terms of overall customer
targets
Build and maintain relationships
with clients and internal and
external stakeholders
Make recommendations to
improve client service and fair
treatment of clients within area of
responsibility
Participate and contribute to a
culture which builds rewarding
relationships, facilitates feedback
and provides exceptional client
service
Proactively build and maintain
client relationships by presenting
our innovative and trustworthy
product offerings through
professional and credible
Financial Advisory services.
Develop and maintain productive
and collaborative working
relationships with peers and
stakeholders