In-House Financial Consultant
2 weeks ago
About the Role
This position provides expert advice on a range of financial products to a specific allocated market, with individual accountability for achieving results through their own efforts.
An accredited financial advisor delivers proactive, on-demand financial services and advice to customers within an allocated customer market.
You will be responsible for maintaining superior service delivery to customers, building strong client relationships, and recommending sound advice that meets customers' financial goals, the customer value proposition, and compliance frameworks.
The role requires formal in-house training, completion of prescribed regulatory exams, and accreditation with the Financial Services Regulatory authority, as well as ongoing professional development.
Key Responsibilities
- Maintain superior service delivery to customers
- Build strong client relationships
- Recommend sound advice that meets customers' financial goals
- Meet compliance frameworks
- Participate in ongoing professional development
Requirements
- Grade 12 (Matric) certificate
- FAIS compliance
- RE5 an advantage
- A valid Driver's licence and own car
- A clear criminal and credit check
- A minimum of 3 years working experience (preferably in sales)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
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