SUMMARY : JOB DESCRIPTION :
JOB DESCRIPTION :
Location : East Rand, Nelspruit, Durban, Western-Cape, Gauteng
We are seeking a knowledgeable and energetic Discovery Tied Agent who is willing to go the extra mile to build his / her own client base.
This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs.
Role and Responsibilities :
Develop and maintain a personal network and represent the organization at relevant industry events.
Source leads and referrals.
Identify sales opportunities while promoting the organization and enhancing its reputation.
Introduce internal specialists and utilize their expertise to gather and analyse client data in order to identify the correct sales opportunities and solutions.
Manage the customer journey from sales to on-boarding and regular portfolio review.
Develop and implement a customer contact plan to communicate and engage with the client regarding product launches, sales campaigns, servicing opportunities and ongoing portfolio management.
Manage key client customer relationships to maintain customer satisfaction, retention and loyalty while following principles of TCF.
Develop and maintain knowledge, understanding and adherence to the regulatory framework and relevant codes as well as the organizations policies and procedures.
Participate in development programmes, assessments and activities which form part of the formal and informal training program.
Gain / maintain the relevant external professional accreditation requirements.
Maintain an in-depth understanding of the Financial Services Industry regulations, best practice solutions and fit and proper requirements.
Desired Qualification and Experience :
Matric / Grade 12 or SAQA Accredited Equivalent Essential.
FAIS credits (NQF 5) in Wealth Management, CFP preferred.
2 or more years’ experience as a Financial Advisor within the financial services industry, life and investment essential.
RE 5 certificate.
Proven sales track record.