Intermediary Financial Consultant
Exceed Human Resource Consultants
- Hermanus, Western Cape
- Contract
- Full-time
- 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.
- 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.
- Email your comprehensive CV to
- 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.
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the next step?Are you ready to take the next step?Submit your CV"*" indicates required fieldsPersonal Information Full Name & Surname*Name SurnameIdentification Number*Nationality(if not South African)Equity StatusOther agencies you are registered with*Do you have own Transport*Drivers licence Code*e.g. EB / EC Permanent residential address*Street Address Address Line 2 City Province Postal Code CountryContact numbers*Other Contact numberEmail*QualificationsHighest Qualification(s):Qualification*Year Completed*Student Number if in processInstitution*QualificationYear CompletedStudent Number if in processInstitutionMembership Numbers (if applicable)SAICASAIPACIMAComputer Skills / Programmes*LanguagesHome Language*Speak fluently*Read*Write*2nd LanguageSpeak fluentlyReadWrite3rd LanguageSpeak fluentlyReadWriteRemunerationCurrent Bruto Remuneration per month*(excluding bonus)Bruto Remuneration Required per month*(excluding bonus)Notice Period*30 days' noticeOne calendar monthImmediatelyOtherAdditional InformationDo you use Social Media?*e.g. Facebook / Twitter / LinkedIn (specify)Limitations*Disability*Specify*Which geographical areas do you prefer to work inNorthern SuburbsBolandOverbergGautengKZNSouthern SuburbsWest CoastWinelandsLimpopoFree StateCape Town CBDNamibiaMpumalangaEastern CapeOtherOther*ReferencesReference OneName*Company & Position*Contact Number*Email*Reference TwoName*Company & Position*Contact Number*Email*Upload your CV*Accepted file types: pdf, Max. file size: 100 MB.I hereby authorise any of my former employers / references to furnish records of my services, my reason for leaving employment, together with other information they may have. I authorise EHRC, to discuss and present the above information to prospective employers. I certify that all statements made above are true and correct and give EHRC authorisation to verify/check (by using LexisNexis) any personal information as well as any information that I have provided in support of my application, inc. but not limited to the SAPS, and any educational, training, credit bureau and fraud prevention organizations for the purpose of verifying my personal credentials and records. I also certify that I consent to being contacted via email, sms or telephone. I will not hold EHRC (or LexisNexis) liable in terms of any job requirements, direct or indirect negotiations or dealings with the prospective employer or validation of information supplied and accept that the employer, may at any time, withdraw a position or change criteria at his/her own discretion. The final decision is that of the employer and I will accept the outcome of the decision made and not hold EHRC liable for an unsuccessful application on whatever grounds. EHRC is not obliged to release any reasons for an unsuccessful application. Furthermore, if successfully placed, I indemnify EHRC from any damages, legal costs or any other monies payable in connection with any dispute, action, proceeding or prosecution that may arise between myself and the employer.Signature*Save and Continue Later© 2024 Exceed. All Rights Reserved. Designed, Hosted & Managed ByWe use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.