Intermediary Financial Consultant

Reference: 9400 CM
Consultant: Christa Mostert 

Job Description: 

  • First point of contact for all Marketing leads, to qualify leads into prospective customers.
  • Gather, compile, and analyses financial and personal customer data.
  • Gain a full understanding of customer’s situation and objectives, explaining the Group service offering and tactfully guiding and advising them through the decision-making process.
  • Give the customer as much insight in wealth migration, including the implications of exchange control and tax, relative to pensions, investments and other South African source assets, economic trends, pension legislation in target countries etc.
  • Match customer needs to specific solutions, based on service offerings.
  • Integrate the customers profile and goals through cross-selling of service solutions specific to customers’ needs.
  • Correspond with customers re additional information required.
  • Continuously look for better ways to conduct business and improve processes.
  • Responsible for contributing to the revenue stream for the team and take-on of new clients.
  • Client acquisition, retention, service orientation and relationship management.
  • Ensure compliance with all related legislation, e.g., FSCA, FAIS, FICA etc.

Qualifications: 

  • Tertiary qualification, i.e., Certificate/ Diploma or Degree.
  • Financial Services/ Retail/ Banking/ Sales/ Insurance/ Customer Service or Call Centre experience.
  • FAIS Regulatory Exam (RE5).
  • Exposure to and/or theoretical knowledge of FICA legislation.
  • Approximately five years’ experience in a reasonably complex process orientated environment, preferably within the
  • Financial Services industry.
  • Salesforce CRM knowledge and/or experience.
  • Knowledge of Tax Emigration and associated services.
  • Excellent communications skills, verbal & written (Afrikaans & English).
  • Ability to write clearly, courteously, and professionally with excellent e-mail etiquette.
  • Confident communication with clients.
  • Ability to distil complex issues into succinct and easily understood language to convey key messages.
  • Relationship management with various stakeholders (establish, develop, and maintain relationships)
  • Strong interpersonal skills coupled within a resilient yet enthusiastic life disposition, including the ability to remain calm in dynamic situations and project with sunny poise and aura.
  • Excellent collaboration skills to deliver cohesive outcomes.
  • Relationship management with various stakeholders (establish, develop, and maintain relationships)
  • Excellent networking skills and the ability to interact confidently with stakeholders at different levels.
  • Experience with sales techniques and strategies to meet customer and business needs and objectives.
  • Proven ability to be self-motivated and work autonomously, while also working successfully within a team.
  • Proven organisational skills including the ability to prioritise work to ensure deadlines are consistently achieved.
  • Strong attention to detail and follow through.
  • High degree of initiative and motivation.
  • Demonstrated inclusive, collaborative, and engaging approach; including the ability to consult, facilitate, negotiate, and influence a broad range of people at all levels in a medium sized corporate environment.
  • An ability to work under pressure in a rapidly changing environment.

How to Apply: 

  • Email your comprehensive CV to exceedhr@exceed.co.za. 
  • If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system. 
  • We reserve the right to only conduct interviews with candidates of choice. 
  • Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.