Job Description

General

Job Title
Financial Advisor


Job Category



Location
Kwa-Zulu Natal


Employment Type
Permanent


Area
Durban


Bee status
Exclude AA / EE


Salary
Market Related


Min Salary
Not Set


Max Salary
Not Set


Expiry Date
31st December 2023


Deadline Date
29th December 2023


Experience
Experience Required

Introduction

The Financial Advisor role develops relationships with customers to enable growth within the Business Insurance channel. Alongside meeting the required metrics set out by business, this role will be able to quote, sell and underwrite in accordance with business requirements.

Description

• Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
• Customer Relationship Development / Prospecting Make calls (by telephone or in person) to allocated customers to develop new relationships.
• Act as a first point of contact for resolving customer queries and complaints.
• customer's level of interest and to identify and respond to areas requiring further information or explanation.
• 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.
• Negotiate agreement with the customer and internally with commercial colleagues to ensure that customer requirements are met. Sales Opportunities Creation Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences. Performance Management Prioritise own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance.
• Operational Compliance Develop knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorisation 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 understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Education Profile

• Grade 12/SAQA Accredited (Essential)
• RE5
• 150 FAIS Commercial Credits (Advantageous)
• Relevant 3 year degree or diploma in relevant field (Advantageous)
• Experience 1 - 3 years commercial experience (Essential)
• Experience in Financial Services Industry (Advantageous)

Application Instructions

Please forward your CV to ronal@myfuturecareer.co.za. Should you not be contacted within 2 weeks, kindly consider your application unsuccessful.

Contact Details

Contact Name
Ronal


Contact Phone
0720865442


Contact Email
ronal@myfuturecareer.co.za