Division: Pretoria/ North West
Business Unit: Pretoria 3
Minimum Experience: Entry Level
Company Primary Industry: Insurance
Job Functional Area: Financial Adviser
A confident, driven, and opportunistic individual is required to offer financial solutions and benefits to clients and ultimately grow the business. This position entails effectively analyzing a client’s needs to provide advice on suitable solutions from a predefined package of benefits.
Job Objectives:
- To manage the long-term relationship between and the client, not only to meet the clients’ evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.
- Identify opportunities to contribute to the growth of the organization.
- Adhere to policies, procedures, and legislative requirements in order to ensure compliance.
- Continuously review client portfolios to reassess their needs and make recommendations to add value to clients.
- Constantly update own knowledge and expertise in line with products and market and industry trends.
- Perform reporting to keep the business updated on progress.
Stakeholders:
Internal:
- Exposure to fraud interventions internally to stay compliant with policies and legislation.
External:
- Clients, including (but not limited to) government departments, work sites, individuals, and lower- to mid-market segments.
Role Requirements:
Qualifications:
- FAIS recognized qualification within 6 years of DOFA.
Technical Skills:
- Awareness of the industry and financial standings.
- Good understanding of the current market and trends.
- Adherence to internal and legislative policies and procedures.
- Ongoing customer service to endorse current relationships.
- Presentation abilities in participating in formal and informal engagements.
Knowledge:
- Sound knowledge of the industry to display a broad awareness of trends and risks.
- Excellent understanding of the financial industry in order to provide fit solutions based on a client’s financial needs.
Experience:
- Telephone and face-to-face sales experience (Desirable).
Competencies:
- Verbal and Written Communication: Able to express ideas fluently by speaking clearly and articulating self. Responds effectively when communicated to and responds appropriately to the situation.
- Integrity: Demonstrate integrity by adhering to ethics and values. Honest, reliable, and trustworthy.
- Interpersonal Skills: Generally getting along with most people while managing conflict effectively.
- Resilience and Stress Tolerance: Able to work under pressure and maintain a positive outlook.
- Flexibility: Flexible in adapting to changing circumstances.
- Drive and Commitment: Driven to achieve results and actively work towards achieving objectives.
- Persuasiveness: Gains agreement and commitment from others by persuading and negotiating.
- Client Centricity: Focuses on customer needs and satisfaction.
- Following Instructions and Procedures: Appropriately follows instructions and keeps to schedules.
- Learning Potential: Able to rapidly grasp tasks and information.
- Planning and Organizing: Able to effectively plan own work and the work of others.
- Relationship Building: Easily establishes good relationships with others.
- Business Acumen: Demonstrates an understanding of business management practices.
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