Telesure Investment Holdings Financial Advisor: Commercial Jobs in South Africa
Telesure Investment Holdings Financial Advisor: Commercial Jobs in South Africa
Introduction The Financial Advisor will be responsible for conducting financial needs analysis for Commercial planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients.
Specification
Sales Opportunities Creation
Develop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation. Identify Personal Lines and Business Insurance opportunities.
Customer Needs Clarification
Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify mid- to long-term customer needs, and develop and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice.
Sell Customer Propositions
Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
Customer Onboarding
Walk customers through the advanced/custom features of the product/service, connecting those features directly with customer pain points.
Performance Management
Respond to personal objectives, take appropriate actions to ensure achievement of agreed objectives and use performance management systems to improve personal performance.
Customer Relationships Development
Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.
Client & Customer Management (External)
Manage key client and customer relationships to maintain customer satisfaction, retention of clients and loyalty.
Client Document Management
Create and ensure compliance with a company wide document management system.
Operational Compliance
Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential.
Maintain an in-depth understanding of Financial Services Industry external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Requirements
General Education
Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits (NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous);
General Experience
2 or more years experience as a financial advisor within financial services industry with dealing in upper mass market and/or affluent client segment (Commercial) (Essential)
SAQA Accredited Equivalent* - It is the onus of the applicant to provide TIH and its subsidiaries with certified evidence that their qualification(s) meet the equivalent NQF level required for this role at time of application.
Financial Sector Conduct Authority (FSCA)** competency requirements: FAIS recognized qualifications / Regulatory Examinations / Class of Business Certification and / or CPD according to your DOFA (where applicable) - As a registered Financial Service Provider, we are mandated to ensure that all our representatives are always and remain fit and proper at all times.
By applying for this role, you consent to having your relevant qualification and or accreditation or confirm that you are working towards meeting the competency requirements. You further consent to the relevant information being verified.
How to Apply
For more information and job application details, see; Telesure Investment Holdings Financial Advisor: Commercial Jobs in South Africa
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