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Financial Consultant | Centurion

Financial Consultant | Centurion

The Recruitment CouncilCenturion, Gauteng, South Africa
30+ days ago
Job description

SUMMARY :

Financial Consultant | Centurion

POSITION INFO : Role Purpose

The purpose of this role is to attract, acquire, and retain clients by designing and delivering risk insurance solutions that meet 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
  • Aspiration towards becoming a Certified Financial Planner (CFP)
  • 3+ years' sales experience in the life insurance industry
  • Must be fit and proper

Duties and Responsibilities

  • Engage with prospective clients to highlight features and benefits of risk products based on their Myriad quote
  • Engage telephonically with clients and fulfill the process; conclude client engagements digitally
  • Conduct client financial needs analysis to create customized life insurance solutions that meet their financial goals
  • Educate clients on tax and legal implications of products and 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 line with legislative standards
  • Investigate client queries within the agreed service level and provide timely feedback
  • Resolve or escalate client queries to ensure excellent service
  • Provide accurate information and advice to clients and stakeholders to ensure appropriate service delivery
  • Provide regular reports on service delivery against SLAs and customer targets
  • Build and maintain relationships with clients and internal / external stakeholders
  • Make recommendations to improve client service and fair treatment
  • Participate in a culture that fosters rewarding relationships, feedback, and exceptional service
  • Proactively build and maintain client relationships through professional and credible financial advisory services
  • Develop and maintain productive collaborations with peers and stakeholders

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