Financial Advisor

SUMMARY:
FFG is a leading short-term insurance company, providing innovative solutions to our clients. We are seeking a highly skilled and experienced Financial Advisor.

POSITION INFO:
Experience
The successful incumbent will have at least two (2) or more years’ experience as a representative rendering Financial Advice and Intermediary services.

Formal education and qualifications as a minimum requirement

• Matric
• Successfully completed the Class of Business exam.
• Successfully completed the Regulatory Exam for representatives (RE5) exam.
• Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits).
• Currently registered with the Financial Sector Conduct Authority as a full representative.
• Must be computer literate on a basic to intermediary level on Microsoft software.
• Must have excellent negotiation and presentation skills and possess the ability to realise deals.
• Must have high initiative and entrepreneurial skills and must be able to work independently.
• Own transport and cellular telephone is mandatory.

• Excellent analytical skills.
• Excellent communication skills.
• A sound understanding of various financial policies, products and portfolios.
• Passionate about customer care.
• Ability to work independently.
• Attention to detail.
• Innovative, outgoing and a dynamic persona.

• Prospecting and closing of new business.
• Maintaining of existing business.
• Developing and presenting financial planning recommendations and or alternatives to clientele.
• To have a holistic approach to financial advice.
• Establishing and defining a professional relationship with clientele.
• Gathering of financial data and the setting of financial objectives.
• Analysing and evaluating of financial information.
• The implementation of financial planning recommendations.
• The monitoring of the financial planning recommendations.