OUTVest Sales Advisor at OUTsurance

Job Description
Duties

• You will assist with our objective of reaching out to prospective clients in our well established leads database with the goal of providing solid investment plans to help convert these prospects and help them with their unique financial goals
• You will be required to become well versed in the world of investments, including a deep understanding of unit trusts, tax-free savings accounts, retirement annuities, endowments, preservation funds and many other aspects of the investment industry.
• This will include personal study and other investment related training that will be determined by management from time to time
• Provide feedback to management regarding client queries and learnings
• Help develop, grow and expand the Sales Call Centre

What does the role offer?

• The opportunity to be part of a new generation of investment advice provider in South Africa and learn how a robo-advisor and human advisor work together to generate high quality investment outcomes for clients
• Grow your career in the financial services industry through developing investment based skills and knowledge as well as gaining a deeper understanding of the operational world of investments
• The opportunity to drive your own financial growth and future
• An opportunity to deal with a host of various different clients with specific investment needs and objectives, which in turn contributes toward making you a well-rounded investment sales specialist developing some of the much needed softer skills necessary to thrive in this dynamic financial services environment 

What kind of person are you?

• Honesty, integrity and respect are values that underline your character
• You are passionate about providing high quality investment sales to help clients make better investment decisions
• You have an interest in the world of investment.
• You go above and beyond the norm.
• Flexible and adaptable
• Embrace change.
• Have an eye for detail.
• Diligent and thorough
• Absorb pressure well.
• Enjoy a high paced, quick moving environment.
• Focused and professional

Qualifications

• Have previous call centre / client facing experience
• Be fluent in Afrikaans
• You have obtained your FAIS representatives qualification (RE 5)
• You have a qualification (or working towards a qualification) recognised by the FSCA as part of the fit and proper requirements
• You have obtained (or working towards obtaining) your Class of Business (COB) training as per the FSCA fit and proper requirements for categories: Investments, Pension Fund Benefits and Long-Term Insurance
• You have experience in offering financial advice / sales on retirement annuities, preservation funds and discretionary investments (unit trusts)