Virtual Financial Advisor

Recruiter:

The Recruitment Council

Job Ref:

Virtual Financial Ad..

Date posted:

Wednesday, July 6, 2022

Location:

Johannesburg, South Africa

Salary:

200 000

SUMMARY:
Virtual Financial Advisor

JOB DESCRIPTION:

Do you meet one of the following requirements:

1. Inspired to make a career change towards greater purpose and contribution set in a professional, competitive and accountable organisation?
2. Looking for a flexible environment whereby you can determine your own hours as an
entrepreneur & Financial Advisor from home ?

3. You are a graduate with a commerce degree ?

4.You are an established , FIT & proper Financial Advisor, Financial Planner wanting to work remotely from home ?

5. You have a finance , accounting , marketing, or investment qualification with no work experience and looking to kick start your professional career in 2022?

6. You have an accomplished sales background and a commerce degree but do not have your own transport ?

Outputs:

The following job outputs were found to be relevant to this job:

INTERNAL PROCESS

• Engage with prospective clients in order to highlight the features and benefits of various
products based on their financial wellness needs in order to support and guide their
decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis in order
to achieve clients’ financial goals. Calculated and advise on tax and legal implications of
products and or changes.
• Accurately capture client information, relevant actions and sales on the systems.
• Accurately complete all administrative and reporting requirements within agreed
timeframes.
• Achieve set targets on production, quality and conversion.
Adhere to compliance requirements in the sales process in line with legislative requirements.
• Provide financial advice in line with the engagement strategy to enhance client’s financial
wellness.

CLIENT:

• Investigate client queries within the agreed service level and ensure that client receives
timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that
the client receives the appropriate services.
• Provide regular reports on delivery of services against agreed service level agreements and in
terms of overall customer targets.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Make recommendations to improve client service and fair treatment of clients within area of
responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates
feedback and provides exceptional client service.
• Proactively build and maintain client relationships by presenting our innovative and
trustworthy product offerings through professional and credible Financial Advisory services.

Requirements:

• Have large and solid business, social and close contact networks
• If required, willingness and motivation to study further in order to meet requirements
• Influential, self-driven, resilient with an orientation towards results
• Minimum qualification: Matric

The following qualifications will be deemed as advantageous:

• Bachelor of Commerce Degree / Honours, Postgraduate Diploma
• FSCA Approved Qualifications
• Regulatory Exams (RE01 and/or RE05)

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Business Analyst
Location: Johannesburg
Salary: 500 Hourly
New contracting role available - 12 Month contract for Senior Business Analyst with Banking / financial Services experience to join the BI / Data Analysis Team Attention!! Are you an experienced Senior Business Analyst ready to take on complex data challenges in a leading banking environment? Join a dynamic team driving data analytics and regulatory compliance for critical credit project...
14 days ago

Business Analyst
Location: Johannesburg
Salary:
Purpose:The company is a market leader in Investment Banking, and our biggest asset is our people. We believe there is no end to what we can achieve for our clients, our shareholders, and ourselves if we have the right people. We seek the best – smart, hard-working, self-motivated, committed people with positive attitudes and passion for their work and the success of RMB. Our people come fro...
15 days ago

Senior Systems Administrator (JHB)
Location: Johannesburg
Salary:
26 days ago

National Category Manager – IT Supplies & Hardware
Location: Johannesburg
Salary:
34 days ago

Sales Executive – Renewable Energy Solutions
Location: Centurion
Salary:
69 days ago

Financial Advisor
Location: Midrand
Salary:
1 day ago

General Manager: Strategy
Location: Pretoria
Salary:
Our client in banking industry is looking for a General Manager: Strategy to serve as a trusted strategic advisor to the Executive Committee acting as an internalconsultant to shape, align and drive the strategic direction of the bank. The role is responsible for leading thedevelopment, implementation, and monitoring of the bank's long-term strategy in alignment with national developmentobjectives...
2 days ago

Financial Accountant (Cost & Management)
Location: Pretoria
Salary:
Crunch Numbers, Not Just Snacks, Your Next Finance Role Awaits! Do you love balancing more than just your coffee cup? I am recruiting on behalf of my client for a sharp financial Accountant (Cost & Management) in Pretoria who’s ready to turn spreadsheets into superpowers. If reconciling accounts, analyzing costs, and keeping budgets in check makes your heart skip a beat, this is the role...
2 days ago

Financial Advisor
Location: Johannesburg
Salary: Market Related
financial advisor
2 days ago

Underwriting Portfolio Manager
Location: Lynnwood, Gauteng
Salary: Market Related
Underwriting Portfolio Manager
2 days ago

Virtual Financial Advisor

Similar jobs you might be interested in:

Create a free job alert for Virtual Financial Advisor in Johannesburg

Jobseekers

Recruiter

General