Financial Consultant | Centurion

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