Financial Planner

Our client is an independent financial intermediary seeking Financial Planners - Financial Relationship Builders (FRB’s) who will be working within the guidelines of the Financial Service Conduct Authority (FSCA)

Job Functions

Building Relationships with potential clients using multiple communication media like phone, email, what’s app and face to face appointments, rendering holistic financial advice.

The key outputs for this role are as follows

• New Business sales
• Client service and management
• High level performance

Main Job Duties, Tasks and Responsibilities

• Contact businesses or private individuals by phone
• Deliver prepared sales scripts to persuade potential customers to purchase a product or service
• Describe products and services
• Respond to questions
• Identify and overcome objections
• Take the customer through the sales process
• Obtain customer information
• Obtain possible customer leads
• Maintain customer/potential customer databases
• Follow up on initial contacts
• Complete records of telephonic interactions

Desired Experience & Qualifications

Education

• Bachelor’s degree (no industry experience requirement)
• RE5 and NQF5 (industry experience qualification)

Experience

• Proficient in relevant computer applications and call centre systems
• Good typing skills
• Insurance external sales experience with Lead Generation
• Required language skills (Afrikaans and English)
• Goal driven
• Professional
• Eager to learn and develop
• Sales experience an advantage
• Great communication ability

Key Competencies and Skills

• Communication (verbal and written) in English and Afrikaans
• Numerical & mathematical skills
• Team supervisory skills
• Confident and enthusiastic self-starter who can take initiative
• Must be able to work independently as well as part of a team - balances team and individual responsibility, provides and accepts feedback
• Analytical skills
• Problem-solving skills
• Relationship management skills
• Presentation and facilitation skills
• Resilience - Ability to work well under pressure in dynamic environment
• Flexible and adaptable
• Influential, concise, rational, and practical communicator
• Creative flair and innovative thinker
• Relationship management
• Discretion, judgment, and high levels of trust
• Own transport

Salary Structure

First month during training R10 000, 00

• Second month during training R 8000, 00
• Thereafter R6000 pm as a basic salary + Commission

Please take note that initial correspondence will be via email

Correspondence will be entered into with short-listed candidates

If you have not received a reply within 3 weeks please consider your application unsuccessful