Division: Pretoria/ North West
Business Unit: Pretoria 3
Minimum Experience: Entry Level
Company Primary Industry: Insurance
Job Functional Area: Financial Adviser
A confident, driven, and opportunistic individual is required to offer financial solutions and benefits to clients and ultimately grow the business. This position entails effectively analyzing a client's needs to provide advice on suitable solutions from a predefined package of benefits.
Job Objectives:To manage the long-term relationship between Liberty@Work and the client, not only to meet the clients' evolving needs but also to position Liberty as the market leader and enhance the reputation of the organization.Identify opportunities to contribute to the growth of the organization.Adhere to policies, procedures, and legislative requirements in order to ensure compliance.Continuously review client portfolios to reassess their needs and make recommendations to add value to clients.Constantly update own knowledge and expertise in line with products and market and industry trends.Perform reporting to keep the business updated on progress.Stakeholders:Internal: Exposure to fraud interventions internally to stay compliant with policies and legislation.External: Clients, including (but not limited to) government departments, work sites, individuals, and lower- to mid-market segments.Role Requirements:Qualifications:FAIS recognized qualification within 6 years of DOFA.Technical Skills:Awareness of the industry and financial standings.Good understanding of the current market and trends.Adherence to internal and legislative policies and procedures.Ongoing customer service to endorse current relationships.Presentation abilities in participating in formal and informal engagements.Knowledge:Sound knowledge of the industry to display a broad awareness of trends and risks.Excellent understanding of the financial industry in order to provide fit solutions based on a client's financial needs.Experience:Telephone and face-to-face sales experience (Desirable).Competencies:Verbal and Written Communication: Able to express ideas fluently by speaking clearly and articulating self. Responds effectively when communicated to and responds appropriately to the situation.Integrity: Demonstrate integrity by adhering to ethics and values. Honest, reliable, and trustworthy.Interpersonal Skills: Generally getting along with most people while managing conflict effectively.Resilience and Stress Tolerance: Able to work under pressure and maintain a positive outlook.Flexibility: Flexible in adapting to changing circumstances.Drive and Commitment: Driven to achieve results and actively work towards achieving objectives.Persuasiveness: Gains agreement and commitment from others by persuading and negotiating.Client Centricity: Focuses on customer needs and satisfaction.Following Instructions and Procedures: Appropriately follows instructions and keeps to schedules.Learning Potential: Able to rapidly grasp tasks and information.Planning and Organizing: Able to effectively plan own work and the work of others.Relationship Building: Easily establishes good relationships with others.Business Acumen: Demonstrates an understanding of business management practices.
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