Virtual Financial Advisor

Do you meet one of the following requirements:

1. Inspired to make a career change towards greater purpose and contribution set in a professional, competitive and accountable organisation?
2. Looking for a flexible environment whereby you can determine your own hours as an
entrepreneur & Financial Advisor from home ?

3. You are a graduate with a commerce degree ?

4.You are an established , FIT & proper Financial Advisor, Financial Planner wanting to work remotely from home ?

5. You have a finance , accounting , marketing, or investment qualification with no work experience and looking to kick start your professional career in 2022?

6. You have an accomplished sales background and a commerce degree but do not have your own transport ?

Outputs:

The following job outputs were found to be relevant to this job:

INTERNAL PROCESS

• Engage with prospective clients in order to highlight the features and benefits of various
products based on their financial wellness needs in order to support and guide their
decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis in order
to achieve clients’ financial goals. Calculated and advise on tax and legal implications of
products and or changes.
• Accurately capture client information, relevant actions and sales on the systems.
• Accurately complete all administrative and reporting requirements within agreed
timeframes.
• Achieve set targets on production, quality and conversion.
Adhere to compliance requirements in the sales process in line with legislative requirements.
• Provide financial advice in line with the engagement strategy to enhance client’s financial
wellness.

CLIENT:

• Investigate client queries within the agreed service level and ensure that client receives
timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• 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.
• Provide authoritative, expertise and advice to clients and stakeholders.
• 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.

Requirements:

• Have large and solid business, social and close contact networks
• If required, willingness and motivation to study further in order to meet requirements
• Influential, self-driven, resilient with an orientation towards results
• Minimum qualification: Matric

The following qualifications will be deemed as advantageous:

• Bachelor of Commerce Degree / Honours, Postgraduate Diploma
• FSCA Approved Qualifications
• Regulatory Exams (RE01 and/or RE05)