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Gauteng: Financial Advisor X12 posted by Energy at Work Projects






Date 2024-04-15
Job Title Financial Advisor X12
Employer Energy at Work Projects
More Information
Salary 15000
Category Insurance And Investments
Location Gauteng
/ Gauteng

Job Summary

??? Exciting Opportunity Alert! ???
 
Are you ready to join a dynamic team , the powerhouse behind South Africa`s leading financial service providers? ??
 
We`re on the lookout for a vibrant Financial Advisor to join our team! ??
 
We`re not just a holding company – we`re a team of innovators, pioneers, and forward-thinkers who are dedicated to bringing customer-focused innovation and service excellence to the financial services industry. ??
 
As a Financial Advisor, you`ll be responsible for:

  • Conducting financial needs analysis for both Life and Investment planning needs
  • Utilizing extensive expertise to provide financial advice to customers
  • Growing our client base and prospecting new clients

 
?? You`ll be actively involved in identifying sales opportunities, promoting our organization, and enhancing our reputation. You`ll develop a personal network within the sales territory and represent us at relevant industry events.
 
?? You`ll consult with a range of customer representatives to identify their needs, conduct financial needs analysis, and provide expert financial advice. You`ll be the go-to person for customer portfolio analysis and clarifying mid- to long-term customer needs.
 
?? You`ll identify the products or services that best meet our customers` needs and use your personal expertise to propose quantities and product configurations. You`ll walk customers through the advanced features of our products and services, connecting those features directly with their pain points.
 
?? You`ll manage key client and customer relationships to maintain customer satisfaction, retention, and loyalty. You`ll also be the first point of contact for customer queries and complaints, ensuring that they receive an appropriate response.
 
?? You`ll continuously develop your own capabilities by participating in assessment and development planning activities, attending conferences, and reading specialist media. You`ll gain or maintain external professional accreditation where relevant to improve performance and fulfil your personal potential.
 
?? You`ll ensure operational compliance by developing knowledge and understanding of our organization`s policies and procedures, as well as relevant regulatory codes and codes of conduct.
 
? What we`re looking for:

  • Matric / Grade 12 or SAQA Accredited Equivalent
  • 120 FAIS Credits (NQF5) in Wealth management
  • RE5
  • 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous)
  • 2 or more years` experience as a financial advisor within the financial services industry with dealing in the upper mass market and/or affluent client segment (Life & investment)

 
??? So, if you`re a driven, results-oriented individual with excellent communication and interpersonal skills, a passion for customer service, and a knack for building strong relationships, we want to hear from you! ???
 
Join us and be part of a team that`s committed to excellence, innovation, and customer satisfaction! ??
 
Apply now and let`s take the financial services industry by storm together! ??

Urgent Hire – If you have not heard from us within 2 weeks, please deem your application as unsuccessful however we will retain your details on a database for future opportunities.
Financial Advisor X12 position available in Gauteng, Gauteng. This job position was posted by Energy at Work Projects. The job has been posted as a char8000 ad on 2024-04-15 at 01:22:22 in the Insurance And Investments category

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