Financial Advisor - Mafikeng

Role Purpose Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Minimum Requirements

• 2 - 3 years Experience in a Sales/ Call Centre environment (essential)
• 2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantageous)
• Matric or equivalent NQF 4 qualification
• National Senior Certificate in Finance/ Business Management and or equivalent relevant qualification
• FAIS Compliance Duties & Responsibilities INTERNAL PROCESS
• Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
• Calculated and advise 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 Responsibilities INTERNAL PROCESS
• Accurately complete all administrative and reporting
• in a Sales/ Call Centre environment (essential)

Responsibilities

• INTERNAL PROCESS
• Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.
• Calculated and advise 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 Responsibilities INTERNAL PROCESS
• Accurately complete all administrative and reporting