Job Description: Creation Develop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation. Identify Personal Lines and Business Insurance opportunities. [the_ad id="21943"] Job Responsibilities: Manage key client and customer relationships to maintain customer satisfaction, retention of clients and loyalty. Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, tailors communication content and style to the needs of others. Pays attention to others' input and perspectives, asks questions, and summarizes to confirm understanding. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in-depth understanding of Financial Services Industry external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Operational Compliance Client Document Management Respond to personal objectives, take appropriate actions to ensure achievement of agreed objectives and use performance management systems to improve personal performance. Clarification Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify mid- to long-term customer needs, and develop and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice. Create and ensure compliance with a company wide document management system. Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, models honesty and authenticity and encourages others to be up front with one another. Demonstrates reliability and places a strong emphasis on the team meeting its commitments. Fairly represents others' positions. Job Requirements: General Experience 2 or more years experience as a financial advisor within financial services industry with dealing in upper mass market and/or affluent client segment (Life & investment) (Essential) Matric / Grade 12 or SAQA Accredited Equivalent (Essential) 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous) 120 FAIS Credits (NQF5) in Wealth management (Essential) RE5 (Essential) Job Details: Company: Telesure Investment Holdings - TIH Vacancy Type: Full Time Job Location: Gauteng, South Africa Application Deadline: N/A [the_ad id="21944"] Apply Here jobsrican.com
Jobsrican