Financial Advisor Outbound - Parc Du Cap at Metropolitan

Role Purpose

To continuously enhance the lifetime financial wellness of people, their families and their communities through empowerment and education, by selling financial solutions to them which will enhance their financial well-being whilst putting them at ease with regards to the future of their families.

Requirements

• Grade 12 or an equivalent NQF4 qualification
• Post matric qualification equivalent of NQF 5
• At least 1 year’s Sales Call Centre working experience
• Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA
• Cold Calling Experience
• Undergraduate Degree (If no experience in Call Centre)
• Candidate who is fully Fit and Proper as per FSCA requirements need to have an RE 5, FSCA recognized qualification which carries minimum 120 FAI credits,
• minimum 1 year financial services experience in the applicable sub category and proof of CPD hours
• completed per sub category

Duties & Responsibilities

• Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management
• Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients
• Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions
• Accurately identify problems and proactively solve them Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organized
• Timeously complete all administrative and reporting duties related to the role
• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible

Financial Advisory services

• Support and guide clients through the decision-making process by displaying exceptional product knowledge and customer centricity
• Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
• Build sound relationships with others through honesty, trust and respect
• Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements
• Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals
• Effectively manage time and ensure optimal productivity
• Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates
• Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making
• Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients' financial goals

Competencies

• Verbally fluent
• Numerical reasoning ability
• Be able to plan and manage their time
• Self-reliant
• Be resilient (drive, determination, risk tolerance, bounce back after
• setbacks)
• Manage relationships well
• Demonstrate sales behaviours (deal with difficult clients,
• competitive, achieving, persistent)
• Be entrepreneurial (set ambitious targets, self-reliant, financial
• prosperity in high-risk environment, autonomy)