Financial Career Pathway

The Financial Advisor will be responsible for providing advice on a range of products to a specific allocated market.

They will be individually accountable for achieving results through their own efforts, identifying opportunities to secure new business or support retention.

• Customer Service

  The Financial Advisor will provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.

• Solutions Analysis

  They will analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.

• Receiving Visitors

  The Financial Advisor will receive visitors and assist with various requests for information, referring more complex matters to colleagues.

• Customer Relationship Management (CRM) Data

  They will schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.

• Customer Needs Clarification

  The Financial Advisor will set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

• Customer Relationship Development / Prospecting

  They will develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.

• Operational Compliance

  The Financial Advisor will develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

• Business Development

  They will monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.

• Sales Opportunities Creation

  The Financial Advisor will develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.

• Data Exploration

  They will conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.

• Network of Influence

  The Financial Advisor will demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Key Skills and Qualifications:

• Grade 12 (Matric)

• Valid Driver's licence and Own Car

• FAIS Compliance

• Clear criminal and credit check

• Minimum of 3 years working experience (preferably in sales)

• Computer literacy (MS Word, Powerpoint and Outlook)

• Excellent communication skills (written and verbal)

• Presentation skills an added advantage

Benefits:

As a Financial Advisor, you will have the opportunity to develop a fulfilling career in finance, providing advice and guidance to clients while advancing your skills and knowledge in the field.

Others:

Join our team as a Financial Advisor and take the first step towards a successful career in finance.