| Date | 2024-05-24 |
|---|---|
| Job Title | Intermediary Financial Consultant |
| Employer | More Information |
| Salary | Monthly |
| Category | Accounting Finance |
| Location |
Overstrand / Hermanus |
Job Summary
Role: Intermediary Financial Consultant – 12 Month Contract Location: Hermanus, Western Cape
Salary:
Market – related Key Accountabilities: Advisory and Sales: Serve as the first point of contact for all marketing leads, qualifying them into prospective customers. Gather, compile, and analyze financial and personal customer data. Gain a comprehensive understanding of customers` situations and objectives, explaining service offerings and guiding them through the decision-making process. Provide insights into wealth migration, including exchange control and tax implications, pensions, investments, and economic trends. Match customer needs to specific solutions based on services. Integrate customer profiles and goals through cross-selling of tailored service solutions. Communicate with customers to gather additional required information. Continuously seek improvements in business processes. Contribute to revenue generation and the acquisition of new clients. Focus on client acquisition, retention, service orientation, and relationship management. Ensure compliance with all related legislation, including FSCA, FAIS, and FICA. Role
Requirements:
Tertiary qualification (Certificate/Diploma/Degree) in a relevant field. Experience in Financial Services, Retail, Banking, Sales, Insurance, Customer Service, or Call Centre environments. FAIS Regulatory Exam (RE5) certification. Knowledge of FICA legislation. Approximately five years` experience in a complex process-oriented environment, preferably within the Financial Services industry. Proficiency in Salesforce CRM. Knowledge of tax emigration and associated services. Excellent communication skills in both Afrikaans and English, with the ability to write clearly and professionally. Confident in communicating with clients and able to distill complex issues into easily understood language.
Intermediary Financial Consultant position available in Overstrand, Hermanus. This job position was posted by . The job has been posted on 2024-05-24 in the Accounting Finance category
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