Financial Consultant

Recruiter:

Milton Resourcing

Job Ref:

JHB001545/TM

Date posted:

Tuesday, April 8, 2025

Location:

Centurion, South Africa

Salary:

Monthly

SUMMARY:
Are you a dynamic sales professional who wants to grow their career in supporting clients towards their financial security!? Our client, a major player in the insurance industry, is looking for you to join their Retail Life Insurance department as a Financial Consultant

POSITION INFO:
Role Purpose
The purpose of this role is to attract, acquire, and retain clients by designing and delivering a risk insurance solution which services their financial wellness.

Requirements

Matric
FAIS Required qualifications (preferably RE5 and COB3)
3 year diploma or degree in Financial Planning, Business, Finance or Economics - minimum NQF level 5 (required)
Aspirations towards becoming a Certified Financial Planner (CFP)
3+ years' sales experience in the life insurance industry
It will be required that you fit and proper

Duties and Responsibilities

Engage with prospective clients in order to highlight the features and benefits of risk products based on their chosen life insurance product quote.
Engage telephonically with clients and fulfil on the process.
Must be able to conclude client engagement digitally.
Conduct client finacial needs analysis in order to create a customized life insurance solution to achieve clients' financial goals.
Calculate and educate 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.
Investigate client queries within the agreed service level and ensure that the client receives timeous feedback.
Resolve or escalate client queries to the relevant department or stakeholder to ensure exceptional client services.
Proactively build and maintain client relationships by presenting the company's innovative and trustworthy product offerings through professional and credible Financial Advisory services.
Develop and maintain productive and collaborative working relationships with peers and stakeholders.
Continuously develop own expertise in terms of professional industry and legislation knowledge.
Take ownership for driving career development.

Competencies

Attention to detail
Problem solving
Meeting Timescales
Managing Tasks
Adapts to different buyer behavior

Similar jobs you might be interested in:

Financial Consultant
Location: Centurion
Salary: Monthly
Are you a dynamic sales professional who wants to grow their career in supporting clients towards their financial security!? Our client, a major player in the insurance industry, is looking for you to join their Retail Life Insurance department as a financial consultant
6 days ago

Junior Oracle Financial Support Consultant
Location: Gauteng
Salary: Market related
Deloitte is currently recruiting for a Junior Oracle financial Functional Support consultant. For no
18 days ago

Junior Oracle Financial Support Consultant
Location: Gauteng
Salary: Market related
Deloitte is currently recruiting for a Junior Oracle financial Functional Support consultant. For no
18 days ago

Financial Controller
Location: Midrand
Salary: 1.3 Annually
financial Controller position available in Midrand Salary: R1.3 p/a
Today

Finance Manager
Location: Johannesburg
Salary:
We are seeking a skilled individual with a strong financial background, experience in investment and/or fund accounting, a keen eye for detail, and a proactive approach to managing financial operations. If you're ready to take on a dynamic role and contribute to the financial success of a growing organization, we want to hear from you!
Today

Senior BI Specialist
Location: Johannesburg
Salary: 60000.00 Monthly
Our client is looking for a highly skilled and driven Business Intelligence (BI) Specialist to join their team on-site in Edenvale.Are you a data-driven problem solver with a passion for innovation and technical excellence? Do you thrive in fast-paced environments and enjoy leading impactful BI initiatives using cutting-edge technologies? If so, this opportunity is for you.
Today

Market Risk Senior Manager, Financial Risk Management
Location: Johannesburg
Salary:
Senior Manager – Market Risk and Treasury (financial Services)A leading global professional services firm is seeking a highly skilled Senior Manager to join their financial Risk Management – Market Risk team. If you are passionate about creating a safer and more resilient financial system, and thrive in a collaborative, fast-paced environment—this role is for you.
Today

Financial Modelling Analyst
Location: Johannesburg
Salary:
financial Modelling AnalystAre you a master of numbers with a sharp eye for detail? Passionate about building financial models that influence high-stakes decisions? We’re seeking a financial Modelling Specialist to lead forecasting, budgeting, and investment strategy in the dynamic world of mining.
Today

Accountant/Senior Bookkeeper
Location: Sandton
Salary: 35 000 Monthly
A Management Consulting Firm based in Sandton is looking for an Accountant/Senior Bookkeeper.The purpose of this position is to maintain accurate and compliant financial responsibilities for various national and international clients.
Today

Financial Accountant
Location: Pretoria
Salary: 440000 Annually
Great with numbers? Time to make yours count.We’re hiring a financial Accountant ready to take the next step.
Today