Financial Consultant Job Centurion area,South Africa,Finance & Banking

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
Must be fit and proper

Duties and Responsibilities:

Engage with prospective clients 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 to create a customised life insurance solution to achieve clients' financial goals
Educate clients 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 time frames
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 the client receives timely 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 to ensure that the client receives 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 the area of responsibility
Participate and contribute to a culture that 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 legislative knowledge
Contribute to continuous innovation through the development, sharing, and implementation of new ideas
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
Identify solutions to enhance cost-effectiveness and increase operational efficiency

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