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 years 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 FAIS credits, minimum 1 year financial services experience in the applicable sub category and proof of CPD hours completed per sub category.
- 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 otherrelevant 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.
