Salaried Financial Advisor In-house (Volksrust)
Core
Provide advice on a specific range of financial products to an allocated market segment and achieve results through individual efforts.
Role type
Salaried Financial Advisor
Builds
Financial products (Long term Insurance, Retail pension benefits)
Domain
Financial Services / Insurance / Pensions
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Regulatory Compliance, Market Analysis
Preferred skills
Product category experience (Long term Insurance B1/B2, Retail pension), CPD completion, Class of Business (COB) knowledge
Technologies
CRM systems, Business intelligence tools
Responsibilities
Process customer cases and resolve complex queries, Analyze problems to find best solutions, Schedule follow-ups and enter data into CRM, Tailor presentations to decision-makers, Develop relationship management plans for potential accounts, Monitor sales and market data for specific regions, Represent the organization at business sector events
Seniority
Individual Contributor