Overview
Financial Consultant Jobs in Centurion, South Africa at Milton Resourcing
Are you a dynamic sales professional who wants to grow their career in supporting clients towards their financial security!? Our client, a major player in the insurance industry, is looking for you to join their Retail Life Insurance department as a Financial Consultant.
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 financial 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 time frames.
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
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Title: Financial Consultant
Company: Milton Resourcing
Location: Centurion, South Africa
Category: Finance & Banking (Financial Consultant, Financial Sales), Sales (Financial Sales)
