Job Description

Job Summary ??? Exciting Opportunity Alert! ???Are you ready to join a dynamic team , the powerhouse behind South Africa's leading financial service providers? ??We're on the lookout for a vibrant Financial Advisor to join our team! ??We're not just a holding company - we're a team of innovators, pioneers, and forward-thinkers who are dedicated to bringing customer-focused innovation and service excellence to the financial services industry. ??As a Financial Advisor, you'll be responsible for:

• Conducting financial needs analysis for both Life and Investment planning needs
• Utilizing extensive expertise to provide financial advice to customers
• Growing our client base and prospecting new clients

?? You'll be actively involved in identifying sales opportunities, promoting our organization, and enhancing our reputation. You'll develop a personal network within the sales territory and represent us at relevant industry events.?? You'll consult with a range of customer representatives to identify their needs, conduct financial needs analysis, and provide expert financial advice. You'll be the go-to person for customer portfolio analysis and clarifying mid- to long-term customer needs.?xefxb8x8f? You'll identify the products or services that best meet our customers' needs and use your personal expertise to propose quantities and product configurations. You'll walk customers through the advanced features of our products and services, connecting those features directly with their pain points.?? You'll manage key client and customer relationships to maintain customer satisfaction, retention, and loyalty. You'll also be the first point of contact for customer queries and complaints, ensuring that they receive an appropriate response.?? You'll continuously develop your own capabilities by participating in assessment and development planning activities, attending conferences, and reading specialist media. You'll gain or maintain external professional accreditation where relevant to improve performance and fulfil your personal potential.?? You'll ensure operational compliance by developing knowledge and understanding of our organization's policies and procedures, as well as relevant regulatory codes and codes of conduct.?xe2x9cxa8 What we're looking for:

• Matric / Grade 12 or SAQA Accredited Equivalent
• 120 FAIS Credits (NQF5) in Wealth management
• RE5
• 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous)
• 2 or more years' experience as a financial advisor within the financial services industry with dealing in the upper mass market and/or affluent client segment (Life & investment)

??? So, if you're a driven, results-oriented individual with excellent communication and interpersonal skills, a passion for customer service, and a knack for building strong relationships, we want to hear from you! ???Join us and be part of a team that's committed to excellence, innovation, and customer satisfaction! ??Apply now and let's take the financial services industry by storm together! ??Urgent Hire - If you have not heard from us within 2 weeks, please deem your application as unsuccessful however we will retain your details on a database for future opportunities.Energy at Work ProjectsRecruiter

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