Financial Consultant

Our Client in the Retail Life Insurance field is seeking a self-driven, dynamic sales professional eager to grow their career by supporting clients in achieving financial security. The primary objective of this role is to attract, acquire, and retain clients by designing and delivering risk insurance solutions tailored to their financial wellness needs.

Requirements

• Educational Qualifications:

  • Matric (required)

  • FAIS-compliant qualifications (preferably RE5 and COB3)

  • 3 year diploma or degree in Financial Planning, Business,
    Finance or Economics (Minimum NQF Level 5 qualification in Financial Planning, Business, Finance, or Economics)

  • Aspirations towards becoming a Certified Financial Planner (CFP)

• Experience:

  • At least 3 years of sales experience in the life insurance industry

• Must meet the "fit and proper" requirements

Duties and Responsibilities

• Engage with prospective clients, highlighting the features and benefits of Myriad risk products based on their chosen quote.
• Conduct client interactions via telephone and digital platforms to facilitate seamless engagement.
• Perform financial needs analyses to develop customized life insurance solutions that align with clients' financial goals.
• Educate clients on the tax and legal implications of products and any required changes.
• Accurately capture client information, sales data, and relevant actions on company systems.
• Complete all administrative and reporting requirements within agreed timeframes.
• Achieve set targets related to production, quality, and conversion rates.
• Ensure compliance with all sales processes and legislative requirements.
• Investigate and resolve client queries within agreed service levels, escalating when necessary to ensure exceptional service.
• Maintain professional relationships with internal and external stakeholders to enhance client service delivery.
• Provide accurate and timely advice to clients to ensure they receive appropriate financial solutions.
• Regularly report on service delivery performance against service level agreements and client targets.
• Actively contribute to a culture of continuous improvement and innovation.
• Manage company resources effectively while adhering to financial and operational guidelines.
• Take ownership of personal career development and continuously update professional knowledge on industry and legislative changes.

Key Competencies

• Strong attention to detail

• Effective problem-solving skills

• Ability to meet deadlines and manage multiple tasks efficiently

• Adaptability to various buyer behaviours

• Commitment to upholding professional and ethical standards