This job offer is not available in your country.
Financial Adviser - Umngeni MMH251009-2
MetropolitanKwaZulu-Natal, South Africa16 hours ago
Job descriptionEngage 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. 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. Develop and maintain productive and collaborative working relationships with peers and stakeholders. Positively influence and participate in change initiatives. Continuously develop own expertise in terms of professional, industry and legislation knowledge. Contribute to continuous innovation through the development, sharing and implementation of new ideas. Take ownership for driving career development. Identify solutions to enhance cost effectiveness and increase operational efficiency. Manage financial and other company resources under your control with due respect. Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Role Purpose
To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education. Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
- Matric or equivalent NQF 4 qualification
- 2 years’ experience in a sales and / or customer service role
- 2 years’ experience in the insurance and / or financial services industry rendering financial advice (advantageous)
- Compliance with FAIS Fit and Proper requirements
- Finance or Business related tertiary qualification (desirable)
- Driver’s license and own transport (desirable)
Duties and Responsibilities
INTERNAL PROCESS
CLIENT
PEOPLE
FINANCE
#J-18808-Ljbffr
Create a job alert for this search
Financial Adviser • KwaZulu-Natal, South Africa
Related jobs
Financial Modeling Analyst TOD (Remote SA) -.Job Title : Financial Modeling Analyst.Remote (LATAM or South Africa preferred) |.
Our client is a fast-growing technology company that builds reinforceme...Show moreLast updated: 16 hours ago
![National Individual Consultant : Private Sector Engagement Strategy for Generation Unlimited (Ge[...]](https://cdn-logos.talent.com/v1/logo/image?feedcode=whatjobs-za&company_name=UNICEF%20South%20Africa)
- Promoted
Financial Planner
Lonfin Wealth Bluestar Financial Advisory Services-Authorised by SanlamWorkFromHome, KwaZulu-Natal, South Africa At Lonfin Wealth, we understand that life is full of uncertainties, and safeguarding your future is paramount.We offer a comprehensive range of insurance products, providing you and your loved ones...Show moreLast updated: 30+ days ago
- Promoted
- New!
Financial Modeling Analyst TOD (Remote SA) - 44567737116
SomewhereWorkFromHome, KwaZulu-Natal, South AfricaRemote
- Promoted
- New!
Financial Advisor
Tescon Financial AdvisorsWorkFromHome, KwaZulu-Natal, South Africa This is a full-time hybrid role for a Financial Advisor, based in Durban with opportunities to work from JHB and CT.The Financial Advisor will be responsible for providing financial advice to clien...Show moreLast updated: 16 hours ago
- Promoted
Financial Advisor
Liberty Group South AfricaWorkFromHome, KwaZulu-Natal, South Africa Start investing in your future by joining Liberty Life, a leader in Financial Services.We will assist you in building your practice in Wealth Management and also provide you with full training and ...Show moreLast updated: 2 days ago
- Promoted
Experienced Financial Advisor
May-San Financial ServicesWorkFromHome, KwaZulu-Natal, South Africa May-San Financial Services, an Old Mutual Agency franchise, provides advisors with a structured roadmap to success, enhancing client outcomes through greater efficiencies and superior support.Opera...Show moreLast updated: 30+ days ago
- Promoted
- New!
National Individual Consultant : Private Sector Engagement Strategy for Generation Unlimited (Ge[...]
UNICEF South AfricaWorkFromHome, KwaZulu-Natal, South Africa National Individual Consultant : Private Sector Engagement Strategy for Generation Unlimited (GenU) in South Africa, Pretoria, 4 months (Remote).
Join to apply for the National Individual Consultant : ...Show moreLast updated: 16 hours ago
- Promoted
- New!
Financial Planning and Analysis Manager
Snatch | Accounting & Finance HeadhuntersWorkFromHome, KwaZulu-Natal, South Africa A rapidly scaling international tech company is currently seeking a remote.The ideal candidate will have strong analytical abilities and Excel skills.
You will be responsible for building, maintaini...Show moreLast updated: 16 hours ago
- Promoted
Finance Manager : R 1 000 000.00 to R 1 100 000.00 per annum
Network RecruitmentWorkFromHome, KwaZulu-Natal, South Africa Finance Manager : R to R per annum.This is your opportunity to take the lead in a.Sales, Distribution, and Retail.Strategic leadership role with executive-level exposure.Work remotely from anywh...Show moreLast updated: 10 days ago
- Promoted
- New!
Financial Advisor
Benchmark Capital GroupWorkFromHome, KwaZulu-Natal, South Africa Liberty is looking for entrepreneurs, with a sound track record of sales success and experience in networking, identifying potential clients and closing business, to join our dynamic team of Financ...Show moreLast updated: 16 hours ago
- Promoted
- New!
Digital Health Strategy Advisor (Cat. I)
NTU International A / SWorkFromHome, KwaZulu-Natal, South Africa Technical Assistance to Africa CDC - Accelerating Digital Health Transformation in Africa - TEI Digital health.Primary Health Care (PHC) level, in line with the Africa CDC Digital Transformation St...Show moreLast updated: 16 hours ago
- Promoted
- New!
Financial Adviser - Umngeni
MomentumKwaZulu-Natal, South Africa Metropolitan is one of the oldest financial services brands in South Africa.With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in servi...Show moreLast updated: 16 hours ago
- Promoted
- New!
Financial Advisor - Ulundi MMH251009-12
MetropolitanUlundi, KwaZulu-Natal, South Africa To enhance the lifetime financial wellness of people, their families and their communities through empowerment and education.
Attract, acquire and retain clients by selling company products to gener...Show moreLast updated: 16 hours ago
- Promoted
- New!
Financial Manager
University of Fort HareKwaZulu-Natal, South Africa Bachelor of Accounting Science Degree and ideally a professional qualification (.Lead and oversee the Accounts Payable (AP)function, ensuring accurate processing of invoices, credit notes, and paym...Show moreLast updated: 16 hours ago
- Promoted
- New!
Chief Financial Officer
Acumen GroupWorkFromHome, KwaZulu-Natal, South Africa Acumen Group | Outsourcing | Remote Resources | Recruitment | South Africa, UK, Bermuda.We’re seeking a strategic and hands-on CFO in the Manufacturing industry to lead our clients finance, IT and ...Show moreLast updated: 16 hours ago
- Promoted
- New!
Outbound Sales Specialist - O850 - Cape Town, South Africa
Bionic TalentWorkFromHome, KwaZulu-Natal, South Africa Outbound Sales Specialist - O850 - Cape Town, South Africa.Join to apply for this role at.This is a remote role based in Cape Town, South Africa.
The client is a digital marketing agency that helps ...Show moreLast updated: 16 hours ago
- Promoted
- New!
Financial Advisor - Ulundi
MomentumUlundi, KwaZulu-Natal, South Africa Join or sign in to find your next job.Metropolitan is one of the oldest financial services brands in South Africa.With a 125-year legacy of serving the communities in which it operates, Metropolita...Show moreLast updated: 16 hours ago
- Promoted
- New!
Financial Planning Analyst
HIREXEWorkFromHome, KwaZulu-Natal, South Africa Fully Remote (Must be able to work US Eastern Standard Time hours).We are a US-based company experiencing strong growth and looking for a talented.
This is a fully remote opportunity where you’ll pl...Show moreLast updated: 16 hours ago
- Promoted
Financial Advisor
Onboarded SolutionsWorkFromHome, KwaZulu-Natal, South Africa Co-Founder & Recruitment Specialist | IT, Renewable Energy, Manufacturing, Marketing, Sales, HR, Logistics |.THIS ROLE OFFERS A BASIC SALARY.
Our client is a well-established, smaller financial serv...Show moreLast updated: 12 days ago