Financial Planner

Recruiter:

Placement Dynamics

Job Ref:

FRB

Date posted:

Thursday, March 10, 2022

Location:

Pretoria, South Africa

Salary:

R 72 000 + Commission + Incentives (excellent earning potential)

SUMMARY:
FSCA

JOB DESCRIPTION:

Our client is an independent financial intermediary seeking Financial Planners - Financial Relationship Builders (FRB’s) who will be working within the guidelines of the Financial Service Conduct Authority (FSCA)

Job Functions

Building Relationships with potential clients using multiple communication media like phone, email, what’s app and face to face appointments, rendering holistic financial advice.

The key outputs for this role are as follows

New Business sales
Client service and management
High level performance

Main Job Duties, Tasks and Responsibilities

Contact businesses or private individuals by phone
Deliver prepared sales scripts to persuade potential customers to purchase a product or service
Describe products and services
Respond to questions
Identify and overcome objections
Take the customer through the sales process
Obtain customer information
Obtain possible customer leads
Maintain customer/potential customer databases
Follow up on initial contacts
Complete records of telephonic interactions

Desired Experience & Qualifications

Education

Bachelor’s degree (no industry experience requirement)
RE5 and NQF5 (industry experience qualification)

Experience

Proficient in relevant computer applications and call centre systems
Good typing skills
Insurance external sales experience with Lead Generation
Required language skills (Afrikaans and English)
Goal driven
Professional
Eager to learn and develop
Sales experience an advantage
Great communication ability

Key Competencies and Skills

Communication (verbal and written) in English and Afrikaans
Numerical & mathematical skills
Team supervisory skills
Confident and enthusiastic self-starter who can take initiative
Must be able to work independently as well as part of a team - balances team and individual responsibility, provides and accepts feedback
Analytical skills
Problem-solving skills
Relationship management skills
Presentation and facilitation skills
Resilience - Ability to work well under pressure in dynamic environment
Flexible and adaptable
Influential, concise, rational, and practical communicator
Creative flair and innovative thinker
Relationship management
Discretion, judgment, and high levels of trust
Own transport

Salary Structure

First month during training R10 000, 00

Second month during training R 8000, 00
Thereafter R6000 pm as a basic salary + Commission

Please take note that initial correspondence will be via email

Correspondence will be entered into with short-listed candidates

If you have not received a reply within 3 weeks please consider your application unsuccessful

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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