Description:
ENVIRONMENT:
A Hermanus-based Financial Emigration Specialist seeks a highly meticulous, self-driven & client-centric individual to fill the role of an Intermediary Financial Consultant on a 1 Year Contract basis. The ideal candidate must be RE5 qualified or possess a qualification applicable to RE, have Call Centre or Sales experience, Retail Banking / Financial Services, or Insurance experience in a Client Services/Brokerage environment with knowledge of the Financial Industry being familiar with FICA, FAIS, FCSA, etc. This role will provide the opportunity to transition into a Sales Consultant.
DUTIES:
Advisory and Sales:
- First point of contact for all Marketing leads, to qualify leads into prospective customers.
- Gather, compile, and analyses financial and personal customer data.
- Gain a full understanding of customer’s situation and objectives, explaining the Group’s service offering and tactfully guiding and advising them through the decision-making process.
- Give the customer as much insight in wealth migration, including the implications of exchange control and tax, relative to pensions, investments and other South African source assets, economic trends, pension legislation in target countries etc.
- Match customer needs to specific solutions, based on the Group’s service offerings.
- Integrate the customers profile and goals through cross-selling of service solutions specific to customers’ needs.
- Correspond with customers re additional information required.
- Continuously look for better ways to conduct business and improve processes.
- Responsible for contributing to the revenue stream for the team and take-on of new clients.
- Client acquisition, retention, service orientation and relationship management.
- Ensure compliance with all related legislation, e.g., FSCA, FAIS, FICA etc.
Compliance:
- Comply with all company standard operating procedures (SOPs), policies, guidelines, and procedures.
Learning and development:
- Available and willing to learn existing and new processes that may be added to the Group’s suite of products/services from time to time.
REQUIREMENTS:
- Tertiary qualification, i.e., Certificate/ Diploma or Degree.
- Financial Services/ Retail/ Banking/ Sales/ Insurance/ Customer Service or Call Centre experience.
- FAIS Regulatory Exam (RE5).
- Exposure to and/or theoretical knowledge of FICA legislation.
- Approximately five years’ experience in a reasonably complex process orientated environment, preferably within the Financial Services industry.
- Salesforce CRM knowledge and/or experience.
- Knowledge of Tax Emigration and associated services.
ATTRIBUTES:
- Excellent communication skills
- Managing Relationships
- Ability to plan and organize
- Sense of urgency
- Action Orientation
- Decision-making
- Resilience
- Systems knowledge
- Product Knowledge
- Adaptability
- Co-operation & teamwork
While we would really like to respond to every application, should you not be contacted for this position within 10 working days please consider your application unsuccessful.
COMMENTS:
When applying for jobs, ensure that you have the minimum job requirements. Only SA Citizens will be considered for this role. If you are not in the mentioned location of any of the jobs, please note your relocation plans in all applications for jobs and correspondence. Apply here https://www.datafin.com/job/financial-sales-consultant-1year-contract/
OR e-mail a Word copy of your CV to bethany@datafin.com and mention the reference number of the job.
Requirements:
- First point of contact for all Marketing leads, to qualify leads into prospective customers.
- Gather, compile, and analyses financial and personal customer data.
- Gain a full understanding of customer’s situation and objectives, explaining the Group’s service offering and tactfully guiding and advising them through the decision-making process.
- Give the customer as much insight in wealth migration, including the implications of exchange control and tax, relative to pensions, investments and other South African source assets, economic trends, pension legislation in target countries etc.
- Match customer needs to specific solutions, based on the Group’s service offerings.
- Integrate the customers profile and goals through cross-selling of service solutions specific to customers’ needs.
- Correspond with customers re additional information required.
- Continuously look for better ways to conduct business and improve processes.
- Responsible for contributing to the revenue stream for the team and take-on of new clients.
- Client acquisition, retention, service orientation and relationship management.
- Ensure compliance with all related legislation, e.g., FSCA, FAIS, FICA etc.
- Comply with all company standard operating procedures (SOPs), policies, guidelines, and procedures.
- Available and willing to learn existing and new processes that may be added to the Group’s suite of products/services from time to time.
- Tertiary qualification, i.e., Certificate/ Diploma or Degree.
- Financial Services/ Retail/ Banking/ Sales/ Insurance/ Customer Service or Call Centre experience.
- FAIS Regulatory Exam (RE5).
- Exposure to and/or theoretical knowledge of FICA legislation.
- Approximately five years’ experience in a reasonably complex process orientated environment, preferably within the Financial Services industry.
- Salesforce CRM knowledge and/or experience.
- Knowledge of Tax Emigration and associated services.
- Excellent communication skills
- Managing Relationships
- Ability to plan and organize
- Sense of urgency
- Action Orientation
- Decision-making
- Resilience
- Systems knowledge
- Product Knowledge
- Adaptability
- Co-operation & teamwork