Telephonic Full Financial Adviser (Long Term Insurance)

Job Status: Active ✓

https://jobking.co.za/76173

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Job TypeFull Time

Key areas of responsibility:

Sales/ Productivity:

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Sells financial products or services over the telephone.

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Achievement of sales targets and objectives within tight business disciplines and processes

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Identifying new creative means of achieving sales/campaign goals (within compliance regulations)

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Ensures compliance to process & procedures to minimize business risk

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Keep abreast of new technology and processes being implemented within the area

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Working towards achievement of sales targets within a diverse team

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Quality management of ALL outputs, with the end customer in mind

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Optimal operational efficiencies must be maintained

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Adapt and change to fit in with changing business operational requirements

Financial Advice

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Identifies customer financial needs telephonically

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Provides advice to the customer in a call centre environment

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Effectively handles all client queries professionally

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Build and management practices

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Ensure ongoing customer management

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Offering prospective clients access to sound financial planning backed by the company

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The provision of qualified financial solutions derived from detailed analysis of clients needs

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The use of appropriate applications and technology in a professional, client-centric manner

Continuous Learning

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Managing information regarding new products, rate changes, rulings, training updates etc.

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Keep abreast of developments and trends in the Individual Life Industry – self learning

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Ensure commitment to the FAIS F&P qualification requirements



Required Skills
insurance sales : 2 to 3 years
financial sales : 2 to 3 years
Candidate Requirements
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Must meet FAIS Fit and Proper requirements.

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Minimum requirements are Grade 12, completed FAIS RE and a FSB Approved NQF 5 or busy studying towards a FSB approved qualification.

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Experience as a Financial Advisor or Sales Consultant within the Finance industry.

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Previous experience in finance, business management, account management, customer service, banking or sales will be an added advantage.

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Work experience in an outbound sales call centre will be a distinct advantage.

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Strong level of computer literacy (including Ms Office) to interface with multi-system technology.





Competencies

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Business Awareness

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Client Focus

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Decision Making

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Initiating Action

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Sales Ability

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Technical Knowledge

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Tenacity



Key Behavioural Skills and attributes required to fulfill this role

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High level sales ability and negotiation.

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Ability to effectively & efficiently manage one’s time and resources

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Ability to work under pressure whilst still maintaining a professional image

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Stress Tolerance

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Goal orientation

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Self-managed although in a team environment

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Strong communication and interpersonal skills in a direct environment (telephonically).

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Excellent relationship building skills with clients telephonically.

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Excellent problem-solving skills and decision-making skills.


Apply Here http://bit.ly/2MM88Ce

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