Financial Consultant
Posted on 2025-04-09
Employer | Milton Resourcing |
---|---|
Salary | 0 |
Category | Sales Marketing |
Location | Gauteng / Centurion |
Job Summary
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.
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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