Intermediary Financial Consultant - Hermanus, South Africa - Exceed Human Resource Consultants

Exceed Human Resource Consultants

Verified Company

Hermanus, South Africa

2 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

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 decisionmaking 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 crossselling 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 takeon 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).
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 selfmotivated 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.