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Centurion: Financial Consultant posted by Milton Resourcing

Financial Consultant

Posted on 2025-04-09

Employer Milton Resourcing
Salary 0
Category Sales Marketing
Location Gauteng  /  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.

Requirements

  • Matric
  • 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 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 life insurance product quote.
  • Engage telephonically with clients and fulfil on the process.
  • Must be able to conclude client engagement digitally.
  • Conduct client finacial needs analysis in order to create a customized life insurance solution to achieve clients` financial goals.
  • Calculate and educate 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.
  • Investigate client queries within the agreed service level and ensure that the client receives timeous feedback.
  • Resolve or escalate client queries to the relevant department or stakeholder to ensure exceptional client services.
  • Proactively build and maintain client relationships by presenting the company`s innovative and trustworthy product offerings through professional and credible Financial Advisory services.
  • Develop and maintain productive and collaborative working relationships with peers and stakeholders.
  • Continuously develop own expertise in terms of professional industry and legislation knowledge.
  • Take ownership for driving career development.
View Job  Sandton: Junior Frontend/Backend Developer posted by Hire Resolve

Competencies

  • Attention to detail 
  • Problem solving
  • Meeting Timescales
  • Managing Tasks
  • Adapts to different buyer behavior 

Financial Consultant position available in Gauteng, Centurion. This job position was posted by Milton Resourcing. The job has been posted as a char8000 ad on 2025-04-09 at 13:35:53 in the Sales Marketing category

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