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Centurion: Financial Consultant | Centurion

Centurion: Financial Consultant | Centurion

Posted on 2025-06-26 00:00:00

Employer Unspecified
Category Accounting / Finance
Location Tshwane  / Centurion

Job Summary

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

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