Financial Advisor - Bellville Verfied

Salary Negotiable Bellville, Western Cape Bellville, Western Cape more than 14 days ago 03-03-2015 2:07:07 PM
31-03-2015 2:07:07 PM
Location: Cape town (N/Subs)
Salary: Market Related

Job Summary:
This incumbent of this role would be responsible for the day to day management of agents in terms of the FAIS act.

Duties would include quality evaluation and assessment of Inbound & Outbound sales calls, giving feedback and hands-on training to the Consultants and Team Leaders to improve and boost sales, competence and adherence to compliance requirements. Effective complaints handling and resolution.

Qualifications:
• Grade 12 (Matric)
• Wealth Management Qualification (or equivalent recognized qualification by the FAIS Act to fulfil supervisory function)

Experience (Please do not apply if you do not meet the following requirements)
• 4-5 Years Financial Services experience within a sales orientated environment
• Outbound call centre experience would be highly advantageous
• Training/coaching experience
• Computer literate
• Compliance/FAIS/TCF/POPI
• Basic knowledge of macro-economic factors
• Supervisory experience advantageous
• Fluent in English and Xhosa/Zulu is essential

Key Responsibilities:
• Perform supervisory duties: call monitoring and assessment
• Coaching, mentoring and developing sales consultants
• Assist in driving successful campaigns/competitions
• Achieve agreed business sales targets
• Create leads opportunities for Advisors/Brokers
• Effective complaints resolution
• Financial and Investment Advice
• Product Accreditation
• Solutions provided telephone and electronic
• Customer/prospects needs analysis profile
• Ongoing Business Relationships
• Market information and useful tips for internal use
• Application of Competencies

Competencies:
• Coaching
• Communication Skills
• Results Driven
• Stress Tolerance
• TCF (Treat Customers Fairly)
• Building and maintaining relationships
• Managing work
• Information gathering
• Problem solving
• Continuous learning

If you don’t hear from us within 2 weeks, please consider your application as unsuccessful. We will however keep your CV on our database for any future opportunities.